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PLOTKIN FINANCIAL ADVISORS, LLC
Tel: 301-907-9790
8401 Connecticut Avenue Suite 401
Chevy Chase, Maryland 20815-5833
PLOTKIN FINANCIAL ADVISORS, LLC
PLOTKIN FINANCIAL ADVISORS, LLC is a Chevy Chase, Maryland based financial advisory firm with nearly $174,914,111 in assets under management and provides investment advisory services for 642 clients. There are currently 5 financial advisors at the firm.
General Information
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)
Fee Structure:
A percentage of AUM, Hourly charges, Other (PERCENTAGE OF RETIREMENT PLAN ASSET
Firm CRD#:
127635
SEC#:
801-85168
No. of Clients:
642
Assets under Management
$174,914,111
No. of Advisors:
5
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