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Luke Kenyon Plumpton

O2 INVESTMENT PARTNERS, L.P.·BLOOMFIELD HILLS, Michigan
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40900 WOODWARD AVE, BLOOMFIELD HILLS, MI 48304-5116CRD# 4417190Firm CRD# 291435
01

About

Luke Kenyon Plumpton is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with O2 INVESTMENT PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
O2 INVESTMENT PARTNERS, L.P.
O2 INVESTMENT PARTNERS, L.P.
AUM
$1.1B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at O2 INVESTMENT PARTNERS, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4417190
Firm CRD# 291435
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Luke Kenyon Plumpton offer?
Luke Kenyon Plumpton specializes in Retirement Planning. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Luke Kenyon Plumpton's credentials?
Luke Kenyon Plumpton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Luke Kenyon Plumpton located?
Luke Kenyon Plumpton is based in BLOOMFIELD HILLS, Michigan, working with O2 INVESTMENT PARTNERS, L.P.. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.
How does Luke Kenyon Plumpton charge for services?
Luke Kenyon Plumpton's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is O2 INVESTMENT PARTNERS, L.P.?
O2 INVESTMENT PARTNERS, L.P. has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at O2 INVESTMENT PARTNERS, L.P.

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Robert Harris Orley
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Todd Michael Fink
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