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 is registered with the SEC, with its registration dating to 2003. FINTRX classifies the firm as "Unclassified" and lists an individual as the owner type. The record notes that the firm is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not identified as a capital allocator or related adviser. The firm has provided limited public detail about its advisory activities, client types, fee structure, or specific business lines. Because those fields are blank in the available filing, there is little on-record information to describe how the firm positions itself in the wealth management or advisory market.
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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