PLOTKIN FINANCIAL ADVISORS, LLC
Tel: 301-907-9790 8401 Connecticut Avenue Suite 401 Chevy Chase, Maryland 20815-5833
About 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
Firm CRD#:
127635
Firm SEC#:
801-85168
Assets Under Management:
$174,914,111
No. of Clients:
642
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)
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