Place Trade Financial, Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 126867
- Registered since
- September 15, 2003
Firm profile
FINTRXOverview
Place Trade Financial, Inc. is organized as a corporation and shows an SEC registration date of 2003. Ownership is listed as individual control, and the firm’s regulatory classification is recorded as unclassified. Publicly available FINTRX data provide very limited operational detail: the firm is not identified as an active ESG investor, is not flagged as a multistate adviser, and is not designated as a capital allocator, pension consultant, newly formed adviser, or related adviser. The firm did not supply narrative descriptions of its business activities, advisory services, client segmentation, or fee structures in the FINTRX record, so there is no published profile of how it sources clients or delivers investment advice.
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
1 of 1
Sarah Place
CEO & CFOCRD 2367319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Raleigh, NC
Wake
Location
Raleigh, NC
Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Wake
- Address
- 6501 New Market Way
- Time zone
- ET (UTC-5)
- Office locations
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