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PLOOTUS

470
James Street
New Haven, Connecticut 06513
Tel: 203-666-8724

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About PLOOTUS

PLOOTUS, formally registered with the SEC as PLOOTUS. The firm was established in 11/09/2022. They have over 1 offices throughout the country.

PLOOTUS is a New Haven, Connecticut based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#314583
SEC#801-123352
Assets Managed by Firm$0
No. of Clients0
No. of Advisors4

Fee Structure

  • Other (CURRENTLY FREE, MAY CHARGE SUBSCRIPTION FEE IN THE FUTURE)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM

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