Investment Placement Group

Overview

Investment Placement Group is organized as a corporation and has been registered with the SEC since 1991. Public registry flags the firm as "unclassified" rather than placing it into a common RIA subtype. Ownership is listed to include domestic entities, foreign entities and individuals. The profile indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is also not recorded as a multi-state adviser, a newly formed adviser, a pension consultant, or as a related adviser to another registered manager. The firm has provided very limited public detail about its advisory focus, client segments, fee schedules or specific business activities. That absence of disclosure makes it difficult to determine whether Investment Placement Group functions principally as an advisory manager, a placement intermediary, or in another advisory-adjacent role.

Assets & Accounts

Location & Offices