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 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
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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