Plotkin Financial Advisors, LLC
Plotkin Financial Advisors, LLC (CRD# 127635) is a financial advisory firm headquartered in Chevy Chase, MD. They manage $162,905,695 in 695 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
Plotkin Financial Advisors, LLC
By the Numbers
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Total Assets Under Management163MILLION
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Total Number of Accounts695ACCOUNTS
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Average Account Value$234,397
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, FL, MD, NY, PA, TX, VA
Financial Advisors at Plotkin Financial Advisors, LLC
1
Shimshon Plotkin (CRD# 2431863) is an Investment Advisor Representative working at Plotkin Financial Advisors, LLC in Chevy Chase, MD and has over 30 years of experience in the finance industry.
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