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    Investment Placement Group

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    Description

    • Investment Placement Group (IPG) provides result-based financial solutions for individuals, families, and institutional investors. We form alliances with world-class independent advisors in wealth management, estate, and succession planning. We also provide a number of personalized concierge services; this is a hallmark of our beginnings as a family office. We follow a detailed investment process. Our trading team identifies opportunities, while our independent research delivers the macroeconomic vision and fundamental analysis needed to make informed decisions. This, coupled with our network of global banks and dealer relationships, provides our clients access to institutional thinking and liquidity worldwide.IPG is comprised of a group of affiliated financial service companies specializing in providing various wealth management and private banking services. Since 1983, Investment Placement Group has been registered with the Financial Industry Regulatory Authority (FINRA) to manage assets for individuals and institutions participating in the financial markets. Its affiliate investment adviser, IPG Investment Advisors LLC has been registered with the Securities Exchange Commission (SEC) since 2010 and its commodities firm, Investment Placement Commodities has been registered with the National Futures Association (NFA) since 1986. Although separate legal entities the companies are under common ownership and operate from the United States, sharing common facilities, infrastructure, vendors, as well as various dually associated personnel. Collectively, this family of financial services companies is referred to as IPG.
    • location

      Headquarters:350 10th Avenue Suite 1150, San Diego, California, United States

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    • Investment Placement Group phone

      Phone Number: +1 619-326-1200

    • Investment Placement Group website

      Website: https://www.investipg.com

    • Investment Placement Group employees

      Employees:38

    • Investment Placement Group revenue

      Revenue:$1 - 10M

    • Investment Placement Group legal name

      Legal Name:Investment Placement Group

    • Investment Placement Group's Social Media

      Investment Placement Group linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Chief Compliance Officer for Investment Placement Group

    Mary Boyd

    Chief Compliance Officer

    Person level website visitor identification

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    View Employees

    Mary Boyd

    Chief Compliance Officer

    Marylou Boyd

    Chief Creative Officer And Cams And Cfcs

    Darius Lashkari

    Chief Compliance Officer

    Ariel Tacher

    Vice President

    Rafael Benrey

    Vice President - Senior Investment Strategist

    Frequently Asked Questions regarding Investment Placement Group

    • Where are Investment Placement Group's Headquarters?

      Investment Placement Group's Headquarters are in 350 10th Avenue Suite 1150,San Diego,California,United States

    • What is Investment Placement Group's phone number?

      Investment Placement Group's phone number is +1 619-326-1200

    • What is Investment Placement Group's official website?

      Investment Placement Group's official website is https://www.investipg.com

    • What is Investment Placement Group's Revenue?

      Investment Placement Group's revenue is $1 - 10M

    • What is Investment Placement Group's NAICS code?

      Investment Placement Group's NAICS code is 523930

    • How many employees are working in Investment Placement Group

      Investment Placement Group has 38 employees

    • What is Investment Placement Group's Industry?

      Investment Placement Group is in the industry of Financial Services

    • Who is Investment Placement Group's Chief Compliance Officer?

      Investment Placement Group's Chief Compliance Officer is Mary Boyd

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