Decision Makers
President
John R. Bullard is in charge of choosing valuable development path. E-mail: j****@outlook.com, Phone: 19724044505 is available on SoftwareOfficial.
Managing Director
They are the top-level leaders and usually review internal operations, develop future vision of the company and evaluate managers performance E-mail: t****@outlook.com, Phone: 19724048100 is available on SoftwareOfficial.
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