Semper Financial (CRD# 158686) is a financial advisory firm headquartered in Manhasset, NY. They manage $9,500,000 in 33 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts33ACCOUNTS
Average Account Value$287,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kevin Plunkett (CRD# 861646) is an Investment Advisor Representative working at Semper Financial in North Venice, FL and has over 36 years of experience in the finance industry.