PLH FAMILY OFFICE, LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
3

Firm details

Headquarters
GARDEN CITY, New York
CRD number
339235
Registered since
April 27, 2026
Fee structure
Other

Firm profile

FINTRX

Overview

PLH Family Office, LLC is recorded as a family office–style firm organized as a limited liability company and registered with the SEC in 2026. The dataset lists ownership as both a domestic entity and an individual, and it identifies the firm as a related adviser with an industry affiliation categorized as "Other Investment Adviser." The firm's regulatory/profile flags indicate several constraints on its activities: it is not marked as a capital allocator, it is not an active ESG investor, and it is not registered as a multi-state adviser. Its classification in the source is "Unclassified" and its fee structure is recorded under "Other." The record does not enumerate business lines or detailed advisory activities. Publicly available detail on scale and client relationships is minimal in the source material. The dataset shows no reported clients or assets under management, and only a single office is noted without location information.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • WALTER GILMORE

    Chief Compliance OfficerCRD 1996728

Contacts

2 of 2
  • TODD BURACH

    PresidentCRD 4978795

  • JAMES FORTESCUE

    Managing Partner and Board memberCRD 2664841

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GARDEN CITY, NY

NASSAU

Location

GARDEN CITY, NY

Headquartered in GARDEN CITY, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NASSAU
Address
401 Franklin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth