Investment Placement Group
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
350 10th Ave Ste 1150, San Diego, Califo...Phone Number
(619) 326-1200Website
www.investipg.comRevenue
$23.1 MillionIndustry
ZI Rank: 3
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
2
2
2
5
3
About Investment Placement Group
InvestIPG specializes in private wealth management, offering tailored services for high-net-worth individuals, families, and family offices. The firm also provides institutional services aimed at registered investment advisors, asset managers, family offices, and other institutions. Additionally, InvestIPG offers asset management solutions for institutional and professional investors and their clients. With a personal touch and global reach, the company focuses on delivering customized wealth management strategies.Explore more
Investment Placement Group Org Chart
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Company Profile Activity
Activity Insights
Investment Placement Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Investment Placement Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Investment Placement Group.
Investment Placement Group financials insights
Gather financial insights about Investment Placement Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
2021
Debt
$516K
Investment Placement Group Tech Stack
A closer look at the technologies used by Investment Placement Group
Most Recent Scoops
Facilities Relocation / Expansion
Investment Placement Group is planning to move offices in December 2026. The move will impact approximately 10 employees at the existing office located at 80 SW 8th Street, Miami, FL.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Facilities Relocation/Expansion, Office Operations, Facilities Management
Facilities Relocation / Expansion
Investment Placement Group is planning to move its offices in July 2021. The move will impact approximately 30 employees at their existing office located at 350 10Th Ave # 1150, San Diego, CA.
Real Estate
Funding
Investment Placement Group has received an SBA PPP loan in the amount of $516,633 from CalPrivate Bank resulting in the retention of 29 jobs.
Funding
Investment Placement Group News & Media
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InvestIPG specializes in private wealth management, offering tailored services for high-net-worth individuals, families, and family offices. The firm also provides institutional services aimed at registered investment advisors, asset managers, family offices, and other institutions. Additionally, InvestIPG offers asset management solutions for inst... Read More
