Investment Placement Group
Firm details
- Headquarters
- San Diego, California
- CRD number
- 14458
- Registered since
- December 8, 1991
- Website
- investipg.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4Alberto Benrey
CEOCRD 4290443

Darius Lashkari
Chief Compliance OfficerCRD 3061561
Martha Soto Aceves
Chief Financial Officer & Managing DirectorCRD 5409623
Contacts
3 of 61
Jose Lopez Gonzalez
VP, Private BankerCRD 5757628
Alex Matar Agundis
Registered Investment AdvisorCRD 5304424
Alfonso Aldrete
Partner, Managing DirectorCRD 4352620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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