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| Plotkin Financial Advisors LLC
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| |
|---|---|
| CRD # | 127635 |
| SEC # | 801-85168 |
| CIK # | 0001826394 |
| AUM | $174.9 MM (2024-03-27) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 301-907-9790 |
| Address | 8401 Connecticut Avenue Chevy Chase, MD 20815-5833 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 135 | 44.3 |
| (b) Individuals (high net worth individuals) | 66 | 130.1 |
| (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 | 0.5 |
| (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 | 642 | 174.9 |
| By Discretionary | ||
| Discretionary | 642 | 174.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 642 | 174.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.9 | |
| United States Persons | 173.0 | |
| Total | 642 | 174.9 |
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