INVESTMENT PLACEMENT GROUP
CRD #14458 SEC #801-66105 LA JOLLA, CA 858-459-2344
SEC Registered Broker-Dealer
Total AUM
$494M
Discretionary
$220M
Employees
--
Clients
0
Accounts
860
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2008 | $580M | $203M | $377M | -- | -- |
| Dec 2006 | $580M | $203M | $377M | -- | -- |
| Nov 2006 | $494M | $220M | $274M | -- | -- |
| Jan 2006 | $494M | $220M | $274M | -- | -- |
DateJan 2008
Total AUM$580M
Discretionary$203M
Non-Disc.$377M
Employees--
Clients--
DateDec 2006
Total AUM$580M
Discretionary$203M
Non-Disc.$377M
Employees--
Clients--
DateNov 2006
Total AUM$494M
Discretionary$220M
Non-Disc.$274M
Employees--
Clients--
DateJan 2006
Total AUM$494M
Discretionary$220M
Non-Disc.$274M
Employees--
Clients--