Place Trade Financial, Inc.
Firm details
- Headquarters
- Raleigh, North Carolina
- CRD number
- 126867
- Registered since
- September 15, 2003
- Website
- placetrade.com
Firm profile
FINTRXOverview
Place Trade Financial, Inc. is organized as a corporation and is owned by an individual. The firm is classified as "Unclassified" in the available dataset. Reported attributes indicate it does not operate as a capital allocator, does not identify as an active ESG investor, and does not list multi-state advisory activity. It also is not flagged as a newly formed adviser, a pension consultant, or a related adviser in the provided record. Specifics about the firm's advisory services, fee structure, client base, and business activities were not included in the source data.
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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