Private Placement Insurance Products, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Fargo, North Dakota
CRD number
140139
Registered since
August 16, 2006

Firm profile

FINTRX

Overview

Private Placement Insurance Products, LLC is a limited liability company that first registered with the SEC in 2006. The firm is listed with an individual owner and is not assigned to a standard classification in the source data. The entity is not identified as a capital allocator and does not characterize itself as an active ESG investor. The record also indicates it is not a multistate adviser, not newly formed, not a pension consultant, and not flagged as a related adviser. Publicly available information on the firm’s business activities, advisory services, client types and fee schedule was not provided in the source dataset. That limited disclosure constrains any assessment of the firm’s client-facing model, services offered, or target markets.

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

Contacts

3 of 7
  • Turner Fixen

    Registered PrincipalCRD 5431143

  • Donald Petrie

    Donald Petrie

    DirectorCRD 2466923

  • Tradyn Foley

    Tradyn Foley

    CCOCRD 5141326

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fargo, ND

Cass

Location

Fargo, ND

Headquartered in Fargo, ND, anchoring the Fargo-Wahpeton, ND-MN metro in the Midwest.

Metro area
Fargo-Wahpeton, ND-MN
Region
Midwest
County
Cass
Address
2754 Brandt Dr S
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth