What departments does Investment Placement Group have?

Investment Placement Group has employees across 8 departments including Banking, Human Resources, Accounting, Finance, Marketing.

What is the largest department at Investment Placement Group?

The largest department at Investment Placement Group is Information Technology with 2 employees.

Where are Investment Placement Group employees located globally?

Investment Placement Group has employees across 3 continents and 6 countries including Portugal, United States Of America, Mexico, Panama, Colombia.

How has Investment Placement Group's team size changed over time?

Investment Placement Group's team has grown from approximately 49 to 52 employees based on available data.

Investment Placement Group Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Investment Placement Group is a fully independent financial services firm that specializes in wealth management. Since 1983, it has served a select global clientele by delivering customized, end-to-end financial solutions. The company is based in San Diego, California, and operates with a regional focus that emphasizes its residential and professional network within the United States. With a mid-sized team, the firm positions itself within the wealth management segment of the financial services industry, aiming to provide tailored advisory services to high-net-worth individuals and other clients seeking comprehensive financial guidance. A recent development noted is the firm’s ongoing operation as an independent practitioner in wealth management, continuing to serve its clients from its San Diego location.

Investment Placement Group Global Highlights

North America
90

United States Of America
83
Mexico
5
Panama
2

South America
2

Colombia
1
Argentina
1

Europe
1

Portugal
1

Investment Placement Group's Leadership

J. R. L. G.
Vp Private Banking
Mobile Phone
Email
D. R.
Vice President Human Resources
Mobile Phone
Email
F. I.
Founder Managing Partner
Mobile Phone
Email
A. B.
Partner
Mobile Phone
Email
B. A. G.
Controller
Mobile Phone
Email
C. D.
Associate Director Of Investment
Mobile Phone
Email
E. A.
Managing Director
Mobile Phone
Email
N. B.
Marketing Director
Mobile Phone
Email

Investment Placement Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Entrepreneurship
Human Resources
Legal
Accounting
Other
Community & Social Services

Contact profiles from Investment Placement Group

Name

Title

Contact Info

Location

Last Update

L. C.
Sales Associate
Mobile Phone
Email
May 29, 2026
F. G.
Information Systems
Mobile Phone
Email
Oct 22, 2024
J. A.
Alternative Investment Junior Analyst
Mobile Phone
Email
Oct 22, 2024
R. T.
Client & Execution Associate
Mobile Phone
Email
PanamaPanamá
May 02, 2025
T. F.
Information Systems
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Investment Placement Group known for?

Investment Placement Group was founded in 1983 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-619-326-****

. Explore Investment Placement Group's company overview page for more information.

What is Investment Placement Group's most common email format?

Investment Placement Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Investment Placement Group email formats with LeadIQ.

How many employees does Investment Placement Group have currently?

Investment Placement Group has approximately 55 employees as of July 2026. These team members are located across 3 continents, including North AmericaSouth AmericaEurope.

Who are Investment Placement Group's key employees and leadership?

As of July 2026, Investment Placement Group's key employees include:

Vp Private Banking: J. R. L. G.
Vice President Human Resources: D. R.
Founder Managing Partner: F. I.
Partner: A. B.
Controller: B. A. G.

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Investment Placement Group Employee Directory

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