PLP Capital

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Orlando, Florida
CRD number
38901
Registered since
September 27, 1995

Firm profile

FINTRX

Overview

PLP Capital is organized as a limited liability company and has been registered with the SEC since 1995. The firm's ownership is listed as a combination of a domestic entity and an individual. In the snapshot provided, PLP Capital is categorized as "unclassified" rather than being placed into a standard advisory subtype. The record identifies several regulatory and operational attributes: it does not present itself as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser, pension consultant, or related adviser. The dataset does not include an outline of the firm's specific advisory services, fee model, or client segments.

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

Owners & executives

2 of 2
  • Patrick Harris

    Chief Compliance OfficerCRD 5748909

  • Gregory Ochojski

    Gregory Ochojski

    Chief Financial Officer & Chief Operations OfficerCRD 4705726

Contacts

3 of 5
  • Cynthia Giannatasio

    PrincipalCRD 2009193

  • Barry Mohr

    Barry Mohr

    Senior Managing DirectorCRD 2252397

  • Peter Lapietra

    Managing DirectorCRD 2273197

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Orlando, FL

Orange

Location

Orlando, FL

Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
10243 Mattraw Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth