PLUM STREET ADVISORS, LLC
Firm details
- Headquarters
- ,
- CRD number
- 283917
- Registered since
- July 29, 2021
- Website
- plumstreetadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.93%
- Individuals20.19%
- Charitable Organizations7.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Plum Street Advisors, LLC is an independent SEC-registered investment adviser organized as an LLC and registered in 2021. The firm is individually owned and describes itself as a capital allocator serving both individual/family and institutional clients. Its primary fee model is a percentage of assets under management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses as well as for institutions, and selection of external managers. The firm identifies itself as an active ESG investor and incorporates third-party managers as part of its offering.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents8%
- Exchange Traded Equities5%
- State & Local Bonds1%
Contacts
3 of 5ANDREW PELLEGRINO
Senior AdvisorCRD 5005368
CHRISTOPHE CADIOU
Senior AdvisorCRD 6333657
JAMES OSBORN
Founding PartnerCRD 5757661
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$268M in ETFs
82%
$220M
17%
$48.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US AGGREGATE BOND ETF (SCHZ) | Schwab | Passive | Intermediate Core Bond | $27.8M | 1,198,403 | 10.37% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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