Private Placement Insurance Products, LLC
Firm details
- Headquarters
- Fargo, North Dakota
- CRD number
- 140139
- Registered since
- August 16, 2006
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7Turner Fixen
Registered PrincipalCRD 5431143

Donald Petrie
DirectorCRD 2466923

Tradyn Foley
CCOCRD 5141326
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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