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PLEXUS FINANCIAL GROUP, INC.
PLEXUS FINANCIAL GROUP, INC.
LAKE FOREST, California
·
1 registered advisor
·
CRD# 111641
SEC# 801-64492
949-768-3310
01
Firm Overview
AUM
$66M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PLEXUS FINANCIAL GROUP, INC.
1 registered advisor
Michael Linn Brown
LAKE FOREST, California
CRD# 711371
05
Office Locations
LAKE FOREST, California
1 advisor
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Data sourced from SEC Form ADV filings. PLEXUS FINANCIAL GROUP, INC. (CRD# 111641) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.