Investment Placement Group

Overview

Investment Placement Group is organized as a corporation and has been SEC-registered since 1991. Public-facing details about the firm’s business lines and client segments are limited in the FINTRX entry. The snapshot indicates a mixed ownership structure (domestic entity, foreign entity and individual interests) and classifies the firm as unclassified. FINTRX flags that the firm is not a capital allocator and is not identified as an active ESG investor. It is also listed as not a multi-state adviser and not a newly formed adviser.

Assets & Accounts

Location & Offices