CTOs on the Move

Investment Professionals Inc

www.invpro.com

 
Investment Professionals, Inc. (IPI) is an independent Texas-based investment, insurance brokerage and asset management firm specializing in the increase of ROA and ROE and the on-site delivery of investment programs for financial institutions across the United States. IPI currently partners with more than 140 financial institutions across the country, whose assets range from $50 million to over $10 billion. IPI has more than $7 billion under management for over 90,000 clients, has no debt and currently employs over 450 people. IPI is a registered broker-dealer, registered investment advisor and member of FINRA and SIPC.
  • Number of Employees: 100-250
  • Annual Revenue: $50-100 Million
  • www.invpro.com
  • 16414 San Pedro Ave
    San Antonio, TX USA 78232
  • Phone: 210.308.8800

Executives

Name Title Contact Details

Similar Companies

Pacific Investment Management Company

Founded in Newport Beach, California in 1971, PIMCO’s view of the world has always been different from that of mainstream Wall Street. Over the years, millions of investors have counted on our perspective to help them pursue their goals – from private individuals to the largest public corporations. We use our position as a leading global asset manager to help every client pursue the financial future they envision, even as the investment climate evolves. Follow us for insights on economies, markets and investing.

Lincoln Investment Planning

Lincoln Investment Planning, Inc. is a Wyncote, PA-based company in the Financial Services sector.

The Retirement Plan Company

The Retirement Plan Company is a Brentwood, TN-based company in the Financial Services sector.

Midwood Financial Services

Midwood Financial Services is a Encino, CA-based company in the Financial Services sector.