Place Trade Financial, Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 126867
- Registered since
- September 15, 2003
Firm profile
FINTRXOverview
Place Trade Financial, Inc. is a corporation that has been registered with the SEC since 2003. The firm is individually owned and is classified as unclassified in the source data. The record indicates it does not operate as a capital allocator and is not identified as an active ESG investor. It is also not flagged as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The dataset supplied contains minimal description of the firm's advisory or business activities.
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
1 of 1
Sarah Place
CEO & CFOCRD 2367319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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