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Building 2PLEXUS FINANCIAL GROUP, INC.

Map pinLAKE FOREST, CA
Phone949-768-3310
NotebookSEC #801-64492
Total AUM
$66M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23591 EL TORO ROAD, SUITE 270
LAKE FOREST
CA 92630
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
949-768-3310

ReceiptFinancials

Total AUM
$66M
Accounts
210
Discretionary
$60M
Accounts
200
Non-Discretionary
$6M
Accounts
10

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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