Full text of INVESTMENT PLACEMENT GROUP's X-17A-5 filed 2026-02-24 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ INVESTMENT PLACEMENT GROUP REPORT PURSUANT TO SEC RULE 17a-5(d) FINANCIAL STATEMENTS YEAR ENDED DECEMBER 31, 2025 {1}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 | ANNUAL<br>REPORTS | |-------------------| | FORM<br>X-17A-S | | PART<br>Ill | | 0MB APPROVAL | | |--------------------------|----| | 0MB Number: 3235-0123 | | | Expires: Nov. 30, 2026 | | | Estimated average burden | | | hours per response: | 12 | SEC FILE NUMBER | | PART<br>Ill | | | |--------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------|-----------------------------------------|-------------------------------------------------| | Information Required Pursuant to Rules 17a-S, 17a-12, and | FACING PAGE | | | | | | | lSa-7 under the Securities Exchange Act of 1934 | | FILING FOR THE PERIOD BEGINNING | 0 1/01 /25 | AND ENDING 12/31 | /25 | | | MM/DD/VY | | MM/DD/VY | | | A. REGISTRANT IDENTIFICATION | | | | NAME OF FIRM: INVESTMENT | PLACEMENT | GROUP | | | TYPE OF REGISTRANT (check<br>0 Broker-dealer<br>□ Check here if respondent is also an OTC derivatives dealer<br>ADDRESS OF PRINCIPAL PLACE | all applicable boxes):<br>□ Security-based swap dealer<br>OF BUSINESS: (Do not<br>use a P.O. box no.) | □ Major security-based swap participant | | | 501<br>WEST<br>BROADWAY | SUITE<br>1350 | | | | | (No. and Street) | | | | SAN<br>DIEGO | CA | | 92101 | | (City) | (State) | | (Zip Code) | | PERSON TO CONTACT WITH | REGARD TO THIS FILING | | | | MARTHA<br>E<br>SOTO-ACEVES | martha@ipgsd<br>6193261250 | | | | (Name) | (Area Code - Telephone Number) | (Email Address) | .com | | | B. ACCOUNTANT IDENTIFICATION | | | | INDEPENDENT PUBLIC ACCOUNTANT<br>CBIZ<br>CPAs<br>C<br>P | whose reports are contained | in this filing* | | | | (Name - if individual, state last, first, and middle name) | | | | Parkway<br>9<br>North<br>Ste | 200<br>Deerfield | IL | 60015 | | (Address) | (City) | (State) | (Zip Code) | | 10/22/2003 | | 199 | | | | FOR OFFICIAL USE ONLY | PCAOB Re istration Number if a | licable) | • Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as th…Read the full text as markdown