8401 Connecticut Avenue
Suite 400
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 $162,905,695 assets under management, offering retirement planning & investment advisory services to 695 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 127635 |
SEC# | 801-85168 |
Assets Managed by Firm | $162,905,695 |
No. of Clients | 695 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 695 | $162,905,695 |
Individuals (other than high net worth individuals) | 268 | $59,275,381 |
High net worth individuals | 70 | $102,782,679 |
Pension and profit sharing plans | Fewer than 5 clients | $847,635 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,506,538,334,571 | 3783 | 3722 | |
$165,475,690,648 | 62 | 114 | |
$98,298,071,437 | 22302 | 629 | |
$53,251,436,325 | 121 | 98 | |
$34,265,560,279 | 498 | 154 |
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