Place Trade Financial, Inc.

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Raleigh, North Carolina
CRD number
126867
Registered since
September 15, 2003

Firm profile

FINTRX

Overview

Place Trade Financial, Inc. is a corporation registered with the SEC since 2003 and owned by an individual. Public records classify the firm as unclassified and list a limited public profile: it is not identified as a capital allocator, does not report active ESG investing practices, and is not registered as a multi-state or newly formed adviser. The firm is also not listed as a pension consultant or as having a related adviser relationship. There are no detailed disclosures in the available data about its advisory activities, client types, or fee structure.

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

1 of 1
  • Sarah Place

    Sarah Place

    CEO & CFOCRD 2367319

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth