Private Placement Insurance Products, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Fargo, North Dakota
CRD number
140139
Registered since
August 16, 2006

Firm profile

FINTRX

Overview

Private Placement Insurance Products, LLC is organized as a limited liability company and is registered as an SEC investment adviser since 2006. The firm's ownership is listed as individual, and regulatory disclosures classify it as "unclassified." Filings indicate it is not a capital allocator, does not present itself as an active ESG investor, and is not registered as a multi-state or newly formed adviser. It is also not identified as a pension consultant or a related adviser. Public filings for the firm provide very limited detail about its advisory services, client types, or business activities. The firm name suggests a business focus around private placement insurance, but specific service lines, fee arrangements, or target client segments are not documented in the available disclosures.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Turner Fixen

    Registered PrincipalCRD 5431143

  • Donald Petrie

    Donald Petrie

    DirectorCRD 2466923

  • Tradyn Foley

    Tradyn Foley

    CCOCRD 5141326

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Fargo, ND

Cass

Location

Fargo, ND

Headquartered in Fargo, ND, anchoring the Fargo-Wahpeton, ND-MN metro in the Midwest.

Metro area
Fargo-Wahpeton, ND-MN
Region
Midwest
County
Cass
Address
2754 Brandt Dr S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth