PLAISIER FINANCIAL GROUP LLC

PLAISIER FINANCIAL GROUP LLC is an SEC-registered investment adviser (CRD 122006). Regulatory assets under management: $8.7M.

Registration

• CRD: 122006
• Type: Registered investment adviser
• Phone: 616-862-1206
• Latest filing: 2023-03-23
• Regulatory AUM: $8.7M
• Discretionary AUM: $8.7M
• Clients: 1
• Accounts: 97

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 122006 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search