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. Public filings classify the firm as unclassified and identify ownership as a combination of a domestic entity and an individual. The firm does not report itself as a capital allocator and is not flagged as an active ESG investor. It is not designated as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the source data. Available records provide minimal detail about the firm's business lines, client types, fee models or advisory activities. Because those operating and client-facing details are not disclosed in the provided data, it is not possible to characterize product focus, target client segments, or distribution channels with confidence.

Assets & Accounts

Location & Offices

Investment profile

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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

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Recent M&A activity

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Recent filings

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Awards

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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