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PLOTKIN FINANCIAL ADVISORS, LLC

8401 Connecticut Avenue
Suite 401
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 $174,914,111 assets under management, offering retirement planning & investment advisory services to 642 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$174,914,111
No. of Clients642
No. of Advisors5

Fee Structure

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

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (RETIREMENT PLAN CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total642$174,914,111
Individuals (other than high net worth individuals)135$44,314,983
High net worth individuals66$130,051,220
Pension and profit sharing plansFewer than 5 clients$547,908

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