Active
PLUM STREET ADVISORS, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$359.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 359.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 283917 |
| SEC Number | 801-121901 |
| Phone | 504-517-5107 |
| Total Employees | 7 |
Client Count by Type (170 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 100 |
| High Net Worth Individual… | 62 |
| Charitable Organizations | 8 |
County data not available for this organization.