# EDGAR Filing Document

**Accession Number:** 0000731171
**File Stem:** 0000731171-26-000002
**Filing Date:** 2026-2
**Character Count:** 2543
**Document Hash:** 7af6ac3de7f819e394e7263fa3448a27
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000731171-26-000002.hdr.sgml**: 20260224

**ACCESSION NUMBER**: 0000731171-26-000002

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260224

**DATE AS OF CHANGE**: 20260224

**EFFECTIVENESS DATE**: 20260224

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** INVESTMENT PLACEMENT GROUP
- **CENTRAL INDEX KEY:** 0000731171

**ORGANIZATION NAME:**
- **EIN:** 953858016
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-30700
- **FILM NUMBER:** 26673158

**BUSINESS ADDRESS:**
- **STREET 1:** 501 WEST BROADWAY
- **STREET 2:** SUITE 1350
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92101
- **BUSINESS PHONE:** 619-326-1221

**MAIL ADDRESS:**
- **STREET 1:** 501 WEST BROADWAY
- **STREET 2:** SUITE 1350
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92101

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** INVESTMENT PLACEMENT GROUP                              /BD
- **DATE OF NAME CHANGE:** 19831024

### Attached PDF Documents

**Attachment 1:** `IPG_FINANCIALS_PUBLIC_FINAL.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000731171

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** INVESTMENT PLACEMENT GROUP

**Business Address:** 501 WEST BROADWAY, SUITE 1350, SAN DIEGO, CA, 92101

**Contact Person:** MARTHA

**Contact Phone:** 619 326 1250

### Independent Public Accountant Identification

**Accountant Name:** CBIZ CPA's

**Accountant Address:** 9 Parkway North Ste 200, Deerfield, IL, 60015

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Martha E Soto Aceves**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **INVESTMENT PLACEMENT GROUP**, as of **12-31-2025**, are true and correct.

**Signature:** Martha E Soto-Aceves

**Title:** Chief Financial Officer