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PLOOTUS
470
James Street
New Haven, Connecticut 06513
Tel: 203-666-8724
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 Status | Approved |
|---|---|
| Firm CRD# | 314583 |
| SEC# | 801-123352 |
| Assets Managed by Firm | $0 |
| No. of Clients | 0 |
| No. of Advisors | 4 |
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 Clients | AUM |
|---|
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