Overview
Assets Under Management: $175 million
Headquarters: CHEVY CHASE, MD
High-Net-Worth Clients: 95
Average Client Assets: $2 million
Frequently Asked Questions
PLOTKIN FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127635), PLOTKIN FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
PLOTKIN FINANCIAL ADVISORS, LLC is headquartered in CHEVY CHASE, MD.
PLOTKIN FINANCIAL ADVISORS, LLC serves 95 high-net-worth clients according to their SEC filing dated October 11, 2024. View client details ↓
According to their SEC Form ADV, PLOTKIN FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
PLOTKIN FINANCIAL ADVISORS, LLC manages $175 million in client assets according to their SEC filing dated October 11, 2024.
According to their SEC Form ADV, PLOTKIN FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.80
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 642
Discretionary Accounts: 642
Regulatory Filings
CRD Number: 127635
Last Filing Date: 2024-10-11 00:00:00
Website: https://pfallc.com