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⚲
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| Plum Street Advisors LLC
✚
|
|
|---|---|
| CRD # | 283917 |
| SEC # | 801-121901 |
| CIK # | 0002068236 |
| AUM | $359.4 M (2025-03-29) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 504-517-5107 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 7.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 100 | 92.6 |
| (b) Individuals (high net worth individuals) | 62 | 238.3 |
| (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 | 8 | 28.4 |
| (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 | 574 | 359.4 |
| By Discretionary | ||
| Discretionary | 574 | 359.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 574 | 359.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 359.4 | |
| Total | 574 | 359.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002068236] |
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|---|---|---|
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|
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|
0.4 | |
|
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LGT Financial Advisors LLC
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Altus Wealth Management LLC
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|
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