Plum Street Advisors, LLC

Plum Street Advisors, LLC (CRD# 283917) is a financial advisory firm headquartered in , . They manage $175,370,928 in 304 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
https://www.plumstreetadvisors.com
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $576,878
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, WA

Financial Advisors at Plum Street Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Dirks, financial advisor Newton Center MA
David Dirks
CRD#: 5136209
154 Wells Avenue, Suite 3, Newton Center, MA 02459

David Dirks (CRD# 5136209) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Newton Center, MA and has over 15 years of experience in the finance industry.

2
James Osborn, financial advisor New Orleans LA
James S. Osborn
CRD#: 5757661
New Orleans, LA

James Osborn (CRD# 5757661) is an Investment Advisor Representative working at Plum Street Advisors, LLC in New Orleans, LA and has over 11 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.

3
Alisa Skatrud, financial advisor Newton Center MA
Alisa M. Skatrud
CRD#: 2163708
154 Wells Avenue, Suite 3, Newton Center, MA 02459

Alisa Skatrud (CRD# 2163708) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Newton Center, MA and has over 28 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

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