PLENTY FINANCIAL RIA, LLC

576 Sacramento Street
Floor 6
San Francisco, California 94111
Tel: 628-333-3863

About PLENTY FINANCIAL RIA, LLC

PLENTY FINANCIAL RIA, LLC, formally registered with the SEC as PLENTY FINANCIAL RIA, LLC. The firm was established in 12/02/2022. They have over 1 offices throughout the country.

PLENTY FINANCIAL RIA, LLC is a San Francisco, California based Financial Planning firm with nearly $4,975,242 assets under management, offering retirement planning & investment advisory services to 89 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	323767
SEC#	801-126890
Assets Managed by Firm	$4,975,242
No. of Clients	89
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services

Firm Client Information

	No. of Clients	AUM
Firm Total	89	$4,975,242
Individuals (other than high net worth individuals)	87	$3,744,933
High net worth individuals	1	$1,230,309

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