Investment adviser · CRD 114680

PLACEMARK INVESTMENTS, INC.

Investment adviser filing (IA)

ADDISON, TX, United States · Form ADV filed Oct 2, 2014

Regulatory AUM
$15.7B
Form ADV · Item 5.F
Client accounts
45,139
Accounts, not individual clients
Employees
100
Reported in this filing
Advisory professionals
30
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Oct 2, 2014. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

16633 DALLAS PARKWAY, SUITE 700
ADDISON, TX, 75001, United States

CRD 114680

Filing source

Form ADV 844919 · Oct 2, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.