Plotkin Financial Advisors LLC
Legal Name: PLOTKIN FINANCIAL ADVISORS, LLC
8401 CONNECTICUT AVENUE, SUITE 400, CHEVY CHASE, MD
301-907-9790
http://www.pfallc.com
Frequently Asked Questions (FAQ)
Full Contact Details
Plotkin Financial Advisors LLC
8401 CONNECTICUT AVENUE, SUITE 400, CHEVY CHASE, MD
301-907-9790
301-907-9793
Other Info
Plotkin Financial Advisors LLC, legally known as PLOTKIN FINANCIAL ADVISORS, LLC, is a Maryland-based limited liability company with a team of 7 employees, 5 of which are in advisory positions. Despite the small team, the firm serves 3 clients and has achieved an approved status from the SEC with a registration date of April 13, 2015.
Wealth Management, Long-Term Financial Planning | pfallc.com
Whether you are an individual, family office or boutique business we offer comprehensive wealth management services that include financial planning and more!
Direct Owners
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SARAH JOSEPHINE HUNT
CHIEF COMPLIANCE OFFICER owns less than 5%
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SHIMSHON PLOTKIN
MEMBER owns 75% or more