PLUM STREET ADVISORS, LLC is an SEC-registered investment adviser (CRD 283917). Regulatory assets under management: $462.8M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| James Stuart Annett Osborn | MEMBER, PARTNER | — |
| David Dirks | MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER | Newton, MA |
| DIRKS DAVID | MEMBER, PARTNER; MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER | — |
| OSBORN JAMES STUART ANNETT | MEMBER, PARTNER; MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER | — |
| OSBORN JAMES L'ESPERANCE | MEMBER, PARTNER, CHIEF COMPLIANCE OFFICER | — |