8401 Connecticut Avenue
Suite 401
Chevy Chase, Maryland 20815-5833
Tel: 301-907-9790
PLOTKIN FINANCIAL ADVISORS, LLC, formally registered with the SEC as PLOTKIN FINANCIAL ADVISORS, LLC. The firm was established in 04/13/2015. They have over 2 offices throughout the country.
PLOTKIN FINANCIAL ADVISORS, LLC is a Chevy Chase, Maryland based Financial Planning firm with nearly $174,914,111 assets under management, offering retirement planning & investment advisory services to 642 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 127635 |
SEC# | 801-85168 |
Assets Managed by Firm | $174,914,111 |
No. of Clients | 642 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 642 | $174,914,111 |
Individuals (other than high net worth individuals) | 135 | $44,314,983 |
High net worth individuals | 66 | $130,051,220 |
Pension and profit sharing plans | Fewer than 5 clients | $547,908 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,752,267,028,988 | 4696 | 3814 | |
$193,065,874,997 | 68 | 114 | |
$108,331,371,643 | 23317 | 657 | |
$65,095,381,946 | 126 | 101 | |
$37,701,864,167 | 516 | 254 |
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