PLOTKIN FINANCIAL ADVISORS, LLC

CHEVY CHASE, Maryland·7 registered advisors·CRD# 127635
SEC# 801-851681301-907-9790
01

Firm Overview

AUM
$175M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Other: PERCENTAGE OF RETIREMENT PLAN ASSETS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PLOTKIN FINANCIAL ADVISORS, LLC

7 registered advisors
Betsy Ginn
CHEVY CHASE, Maryland
Erich Michael Imphong
CHEVY CHASE, Maryland
Kristi Leigh Murphy
CHEVY CHASE, Maryland
Mary Beth Healy
CHEVY CHASE, Maryland
Sarah Josephine Hunt
CHEVY CHASE, Maryland
Shimshon Plotkin
CHEVY CHASE, Maryland
Terri Reed Plotkin
CHEVY CHASE, Maryland
05

Office Locations

CHEVY CHASE, Maryland
7 advisors

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Data sourced from SEC Form ADV filings. PLOTKIN FINANCIAL ADVISORS, LLC (CRD# 127635) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.