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 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

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

    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