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 appears on the SEC register since 2003. Ownership is listed as individual-held and the firm is classified in the available data as "Unclassified." The record indicates the firm does not function as a capital allocator and is not flagged as an active ESG investor. It is also not identified as a multi-state adviser, newly formed adviser, pension consultant, or related adviser to another entity. The firm has not provided detail on its advisory model, client segments, fee schedules, or specific business activities in the source material, so the public profile is limited to its regulatory and organizational attributes.
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 1SARAH 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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