Semper Financial

Semper Financial (CRD# 158686) is a financial advisory firm headquartered in Manhasset, NY. They manage $13,000,000 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $325,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, NY

Financial Advisors at Semper Financial
Showing 1 - 1 of 1 top financial advisors.
1
Kevin M. Plunkett
CRD#: 861646
57 Manhasset Avenue, Manhasset, NY 11030
93
Wealthminder
score

Kevin Plunkett (CRD# 861646) is an Investment Advisor Representative working at Semper Financial in Manhasset, NY and has over 38 years of experience in the finance industry.

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