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| Plotkin Financial Advisors LLC
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|---|---|
| CRD # | 127635 |
| SEC # | 801-85168 |
| CIK # | 0001826394 |
| AUM | $255.9 M (2026-03-27) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 301-907-9790 |
| Address | 8401 Connecticut Avenue Chevy Chase, MD 20815-5833 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.3 | ||
| Nvidia Corp | 3.4 | ||
| Amazon Com Inc | 1.7 | ||
| PIMCO Corporate & Income Opportunity Fund | 1.6 | ||
| Alphabet Inc | 1.6 | ||
| Procter & Gamble Co | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 203 | 59.4 |
| (b) Individuals (high net worth individuals) | 116 | 195.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 710 | 255.9 |
| By Discretionary | ||
| Discretionary | 710 | 255.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 710 | 255.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 254.0 | |
| Total | 710 | 255.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001826394] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McDonough Capital Management Inc
✚
|
FL | 0.3 |
|
Koenig Investment Advisory LLC
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|
OR | 0.3 |
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Schaeffer Financial LLC
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MD | 0.3 |
|
Tingey Financial Group Inc
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0.3 | |
|
Tudor Financial Inc
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OH | 0.3 |
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Five Talents Financial Management Group LLC
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IA | 0.3 |
|
Grant Private Wealth Management Inc
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CA | 0.3 |
|
ACAP Asset Management Inc
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CA | 0.3 |
|
Integrated Wealth Management Inc
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OH | 0.3 |
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Clear Point Advisors Inc
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NY | 0.3 |