Place Trade Financial, Inc.

Overview

Place Trade Financial, Inc. is organized as a corporation and appears in regulatory records as an SEC-registered entity since 2003. Ownership is listed as individual rather than institutional or corporate ownership, and the firm's classification in the dataset is “unclassified,” which indicates it does not fit neatly into the common RIA subcategories captured by this source. The dataset flags several operational attributes: the firm is not identified as a capital allocator, is not marked as an active ESG investor, is not registered as a multi-state adviser, and is not a newly formed adviser. It is also not listed as a pension consultant and has no related adviser designation. Those attributes suggest a narrow regulatory footprint in the source data, with no indications of fund-of-funds activity, ESG-focused mandates, or pension-specialist services. The firm did not provide descriptive entries for client segments, fee schedules, business activities, or advisory services in the supplied dataset. The record does note three office locations, but no addresses or geographic details are included in the source.