PLOTKIN FINANCIAL ADVISORS, LLC

8401 Connecticut Avenue
Suite 401
Chevy Chase, Maryland 20815-5833
Tel: 301-907-9790

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 Status	Approved
Firm CRD#	127635
SEC#	801-85168
Assets Managed by Firm	$174,914,111
No. of Clients	642
No. of Advisors	5

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 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

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