PLEXO CAPITAL MANAGEMENT, LLC

182 Howard Street
Suite 409
San Francisco, California 94105
Tel: 510-838-0825

About PLEXO CAPITAL MANAGEMENT, LLC

PLEXO CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PLEXO CAPITAL MANAGEMENT, LLC. The firm was established in 07/07/2023. They have over 1 offices throughout the country.

PLEXO CAPITAL MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $174,950,305 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298402
SEC#	801-128283
Assets Managed by Firm	$174,950,305
No. of Clients	3
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$174,950,305

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