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Building 2PLOTKIN FINANCIAL ADVISORS, LLC

Map pinCHEVY CHASE, MD
Phone301-907-9790
NotebookSEC #801-85168
Total AUM
$255.9M
Employees
4
Clients
320

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8401 CONNECTICUT AVENUE
SUITE 401
CHEVY CHASE
MD 20815-5833
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
301-907-9790
Other Offices
1

ReceiptFinancials

Total AUM
$255.9M
Accounts
710
Discretionary
$255.9M
Accounts
710
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
203
AUM
$59.4M
HNW Individual Clients
116
AUM
$195.8M
Pension/Profit Sharing Plan Clients
1
AUM
$676.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
RETIREMENT PLAN CONSULTING
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF RETIREMENT PLAN ASSETS

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMDNYPATXVA

HandshakeAffiliates

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

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