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 registered investment adviser that began SEC registration in 2021 and is structured as a limited liability company under individual ownership. The firm functions as a capital allocator for both individual and family clients as well as institutional investors and charges fees as a percentage of assets under management. Its advisory services include financial planning, discretionary portfolio management for individuals/small businesses and for businesses or institutions, and selection of other advisers. The firm identifies as an active ESG investor.
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 5
Andrew 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 84Active vs passive
$304M in ETFs
82%
$248M
18%
$56.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US AGGREGATE BOND ETF (SCHZ) | Schwab | Passive | Intermediate Core Bond | $29.6M | 1,280,658 | 9.74% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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