Investment Placement Group

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
65
Avg account
$0

Firm details

Headquarters
San Diego, California
CRD number
14458
Registered since
December 8, 1991

Firm profile

FINTRX

Overview

Investment Placement Group is organized as a corporation and appears in the dataset with an unclassified advisory profile. The record indicates mixed ownership types — domestic and foreign entities as well as individuals — but provides no detail on principal owners or management. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not designated a pension consultant or a related adviser. Several standard descriptors (client base, fee model, specific advisory activities) are not provided in the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Alberto Benrey

    Alberto Benrey

    CEOCRD 4290443

  • Darius Lashkari

    Darius Lashkari

    Chief Compliance OfficerCRD 3061561

  • Martha Soto Aceves

    Chief Financial Officer & Managing DirectorCRD 5409623

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Contacts

3 of 61
  • Jose Lopez Gonzalez

    Jose Lopez Gonzalez

    VP, Private BankerCRD 5757628

  • Alex Matar Agundis

    Registered Investment AdvisorCRD 5304424

  • Alfonso Aldrete

    Partner, Managing DirectorCRD 4352620

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
501 W Broadway
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth