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).
Total Assets Under Management13MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$325,000
- 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 Manhasset, NY and has over 38 years of experience in the finance industry.