PLURIS CAPITAL GROUP, INC.

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Brooklynn, New York
CRD number
30811
Registered since
September 23, 1992

Firm profile

FINTRX

Overview

Pluris Capital Group, Inc. is organized as a corporation and has been SEC-registered since 1992. Ownership is listed as a combination of a domestic entity and an individual. Publicly reported classification is unclassified, and the firm is not identified as a capital allocator. The available profile indicates the adviser does not self-identify as an active ESG investor, is not registered as a multi-state adviser, and is not a newly formed firm. It is also not listed as a pension consultant or as a related adviser to another registered manager. Disclosure about the firm’s advisory services, fee structure, client types, and specific investment activities is minimal in the source material, so there is little public detail on target client segments, service model, or investment strategy.

Assets & Accounts

Location & Offices

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

Contacts

3 of 3
  • RICHARD SERRANO

    PartnerCRD 1801669

  • SONG GE TENG

    ConsultantCRD 5618267

  • JOHN FLETCHER

    PresidentCRD 2750926

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Brooklynn, NY

KINGS

Location

Brooklynn, NY

Headquartered in Brooklynn, 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
KINGS
Address
204 E 3rd St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth