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Building 2PLUM STREET ADVISORS, LLC

Map pin
Phone504-517-5107
NotebookSEC #801-121901
Total AUM
$462.8M
Employees
8
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5PM
Monday - Friday
Phone
504-517-5107
Other Offices
4

ReceiptFinancials

Total AUM
$462.8M
Accounts
616
Discretionary
$462.8M
Accounts
616
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
110
AUM
$93.4M
HNW Individual Clients
65
AUM
$332.9M
Charitable Organization Clients
8
AUM
$36.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMANJNYPASCWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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