Plum Street Advisors, LLC
Plum Street Advisors, LLC (CRD# 283917) is a financial advisory firm headquartered in , . They manage $261,465,605 in 464 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management261MILLION
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Total Number of Accounts464ACCOUNTS
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Average Account Value$563,503
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, LA, MA, NJ, NY, PA, WA
David Dirks (CRD# 5136209) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Newton Center, MA and has over 17 years of experience in the finance industry.
James Osborn (CRD# 5757661) is an Investment Advisor Representative working at Plum Street Advisors, LLC in New Orleans, LA and has over 13 years of experience in the finance industry.
Alisa Skatrud (CRD# 2163708) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Newton Center, MA and has over 30 years of experience in the finance industry.
Christophe Cadiou (CRD# 6333657) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Newton Center, MA and has 1 year of experience in the finance industry.
Andrew Pellegrino (CRD# 5005368) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Newton Center, MA and has over 18 years of experience in the finance industry.
Ksenia Trikoz (CRD# 5545294) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Ithaca, NY and has over 2 years of experience in the finance industry.