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).
Total Assets Under Management23MILLION
Total Number of Accounts64ACCOUNTS
Average Account Value$353,138
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, LA, MA, NY
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.
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.