PLC INVESTMENT SOLUTIONS, LLC

PLC INVESTMENT SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 330114). Regulatory assets under management: $5.6M.

Registration

• CRD: 330114
• Type: Registered investment adviser
• Phone: 215-804-9708
• Latest filing: 2026-01-12
• Regulatory AUM: $5.6M
• Discretionary AUM: $5.6M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330114 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search