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PLOTKIN FINANCIAL ADVISORS, LLC

8401 Connecticut Avenue
Suite 400
Chevy Chase, Maryland 20815-5833
Tel: 301-907-9790

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About PLOTKIN FINANCIAL ADVISORS, LLC

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 $162,905,695 assets under management, offering retirement planning & investment advisory services to 695 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#127635
SEC#801-85168
Assets Managed by Firm$162,905,695
No. of Clients695
No. of Advisors5

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Other(PERCENTAGE OF RETIREMENT PLAN ASSETS)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total695$162,905,695
Individuals (other than high net worth individuals)268$59,275,381
High net worth individuals70$102,782,679
Pension and profit sharing plansFewer than 5 clients$847,635

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