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Building 2PLOTKIN FINANCIAL ADVISORS, LLC

Map pinCHEVY CHASE, MD
Phone301-907-9790
NotebookSEC #801-69053
Total AUM
$36.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8401 CONNECTICUT AVENUE
SUITE 400
CHEVY CHASE
MD 20815
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
301-907-9790

ReceiptFinancials

Total AUM
$36.4M
Accounts
124
Discretionary
$36.4M
Accounts
124
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PORTION OF FEES PAID BY 3RD PARTY MANAGER

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
DCMD

HandshakeAffiliates

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

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