Investment Placement Group
Firm details
- Headquarters
- San Diego, California
- CRD number
- 14458
- Registered since
- December 8, 1991
- Website
- investipg.com
Firm profile
FINTRXOverview
Investment Placement Group is organized as a corporation and has been an SEC-registered adviser since 1991. The firm's ownership is identified across domestic entities, foreign entities and individuals, and it is listed as an unclassified adviser in the source. The record indicates the firm does not self-identify as a capital allocator, an active ESG investor, a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. The firm did not provide details on its fee structure, client types, core advisory activities, or investment focus in the available dataset.
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
3 of 4Alberto Benrey
CEOCRD 4290443

Darius Lashkari
Chief Compliance OfficerCRD 3061561
Martha Soto Aceves
Chief Financial Officer & Managing DirectorCRD 5409623
Contacts
3 of 61
Jose Lopez Gonzalez
VP, Private BankerCRD 5757628
Alex Matar Agundis
Registered Investment AdvisorCRD 5304424
Alfonso Aldrete
Partner, Managing DirectorCRD 4352620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 501 W Broadway
- Time zone
- PT (UTC-8)
- Office locations
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