PLOTKIN FINANCIAL ADVISORS, LLC - Financial Advisor in Maryland, Chevy Chase

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Other (PERCENTAGE OF RETIREMENT PLAN ASSETS)

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