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PLEXUS CAPITAL
4242 Six Forks Road
Suite 950
Raleigh, North Carolina 27609
Tel: 919-256-6340
About PLEXUS CAPITAL
PLEXUS CAPITAL, formally registered with the SEC as PLEXUS CAPITAL. The firm was established in 08/03/2022. They have over 2 offices throughout the country.
PLEXUS CAPITAL is a Raleigh, North Carolina based Financial Planning firm with nearly $1,692,644,750 assets under management, offering retirement planning & investment advisory services to 13 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310241 |
| SEC# | 801-126297 |
| Assets Managed by Firm | $1,692,644,750 |
| No. of Clients | 13 |
| No. of Advisors | 45 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (BUSINESS ADVISORY SERVICES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 13 | $1,692,644,750 |
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