Placemark Investments
Addison, TX
We have found information with phone and email addresses about the company Placemark Investments, based in 16633 Dallas Pkwy SUITE 700, Addison, TX 75001, TX. The company works in the Investment Management industry. The company's main products are Securities Brokers. This business is connected with these specialties: Overlay Management, Unified Managed Accounts, and Tax-Customized Portfolios. Phone numbers, email addresses and other contact information for the company and President Rich Dion can be found on our website.
Company Details
Last Update
Jul 13, 2022
Doing business as
PLACEMARK INVESTMENTS, INC
UMA Marketplace, Beyond Alpha
Location
16633 Dallas Pkwy SUITE 700, Addison, TX 75001
Phone
(***) ***-8100
(***) ***-4505
Industry
Investment Management
Closed-End Investment Office
Category
Investment Advisory Service
Advertising & Promotional Product Dealers
Financial Planning Consultants & Services
Specialties
Overlay Management
Unified Managed Accounts
Tax-Customized Portfolios
Founded
1999
Number of Employee
51-200 employees
Products
Securities Brokers
SIC6
672600 - Closed-end investment offices
NAICS
561 - Administrative and Support Services
Employees
Vice President, Senior Relationship Manager At Fidelity Investments At Fidelity
Managing Director
Senior Vice President, Business Development
Director Of User Experience - Design And Development
Chief Operating Officer
Director, Global Client Relationships, Business Development
Vice President, Client Advisor Ria
Chief Operations Officer
Assistant Vice President - Head Of Reconciliations
General Manager Dining
FAQs about Placemark Investments
What are the main industries where Placemark Investments operates?
Placemark Investments's industries are Investment Management and Closed-End Investment Office.
Who is the President in Placemark Investments?
The President in Placemark Investments is Rich Dion.
What are the fields for Placemark Investments?
The fields for Placemark Investments are Overlay Management, Unified Managed Accounts, and Tax-Customized Portfolios
What are the categories to which the Placemark Investments belongs?
The categories matched with Placemark Investments are Investment Advisory Service, Advertising & Promotional Product Dealers, and Financial Planning Consultants & Services
What are the phones of corporate Placemark Investments?
The official phones of corporate in Placemark Investments may be in this list: 19724048100, 19724044505. For any additional information, contact us.
When was Placemark Investments founded?
The company was founded on Jul 06, 2006.
Where is Placemark Investments`s office currently situated?
Placemark Investments is placed in Addison, Texas.
What is the alias of Placemark Investments?
The alias for Placemark Investments is PLACEMARK INVESTMENTS, INC.