PLUNKETT & ASSOCIATES, INC.

PLUNKETT & ASSOCIATES, INC. is an SEC-registered investment adviser (CRD 127176). Regulatory assets under management: $8.2M.

Registration

• CRD: 127176
• Type: Registered investment adviser
• Phone: 678-491-2928
• Latest filing: 2023-08-18
• Regulatory AUM: $8.2M
• Discretionary AUM: $8.2M
• Clients: 2
• Accounts: 16

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 127176 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search