Pluto Wealth Management
Pluto Wealth Management (CRD# 307295) is a financial advisory firm headquartered in Woodridge, IL. They manage $1,679,201 in 53 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts53ACCOUNTS
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Average Account Value$31,683
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, IL
Financial Advisors at Pluto Wealth Management
1
Brian Peterson (CRD# 4744865) is an Investment Advisor Representative working at Pluto Wealth Management in Woodridge, IL and has over 20 years of experience in the finance industry.
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