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| Plum Street Advisors LLC
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|
|
|---|---|
| CRD # | 283917 |
| SEC # | 801-121901 |
| CIK # | |
| AUM | $261.5 MM (2024-07-12) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 504-517-5107 |
| Address | 1133 Lowerline Street New Orleans, LA 70118 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 35.0 |
| (b) Individuals (high net worth individuals) | 62 | 206.8 |
| (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 | 0.0 |
| (h) Charitable organizations | 7 | 19.6 |
| (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 | 464 | 261.5 |
| By Discretionary | ||
| Discretionary | 464 | 261.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 464 | 261.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.5 | |
| Total | 464 | 261.5 |
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|---|---|---|
|
Copley Financial Group Inc
✚
|
CA | 0.3 |
|
Warther Private Wealth LLC
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|
OH | 0.3 |
|
Prosperity Financial Group Inc
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|
CA | 0.3 |
|
Ostrofe Financial Consultants Inc
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|
Range Financial Group LLC
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OR | 0.3 |
|
Astor Investment Management LLC
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IL | 0.3 |
|
HFM Investment Advisors LLC
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NJ | 0.3 |
|
First Eagle Separate Account Management LLC
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NY | 0.3 |
|
Keystone Asset Management Inc
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|
VA | 0.3 |
|
Truefg LLC
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|
TX | 0.3 |