Plum Street Advisors, LLC

Plum Street Advisors, LLC (CRD# 283917) is a financial advisory firm headquartered in , . They manage $22,600,803 in 64 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
https://www.plumstreetadvisors.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $353,138
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, LA, MA, NY

Financial Advisors at Plum Street Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James Osborn, financial advisor New Orleans LA
James L. Osborn
CRD#: 5757661
New Orleans, LA
96
Wealthminder
score

James Osborn (CRD# 5757661) is an Investment Advisor Representative working at Plum Street Advisors, LLC in New Orleans, LA and has over 7 years of experience in the finance industry. James Osborn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David Dirks, financial advisor Needham MA
David Dirks
CRD#: 5136209
Needham, MA
93
Wealthminder
score

David Dirks (CRD# 5136209) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Needham, MA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals