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).

Current Firm Details
https://www.plumstreetadvisors.com
By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    464
    ACCOUNTS
  • Average Account Value
    $563,503
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, LA, MA, NJ, NY, PA, WA

Financial Advisors at Plum Street Advisors, LLC
Showing 1 - 6 of 6 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 17 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 13 years of experience in the finance industry.

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 30 years of experience in the finance industry.

4
Christophe Cadiou, financial advisor Newton Center MA
Christophe J. Cadiou
CRD#: 6333657
154 Wells Avenue, Suite 3, Newton Center, MA 02459

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.

5
Andrew Pellegrino, financial advisor Pitttsburgh PA
Andrew J. Pellegrino
CRD#: 5005368
Pitttsburgh, PA

Andrew Pellegrino (CRD# 5005368) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Pitttsburgh, PA and has over 18 years of experience in the finance industry.

6
Ksenia Trikoz, financial advisor Ithaca NY
Ksenia D. Trikoz
CRD#: 5545294
Ithaca, NY

Ksenia Trikoz (CRD# 5545294) is an Investment Advisor Representative working at Plum Street Advisors, LLC in Ithaca, NY and has 1 year 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.

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