| Name | Title | Ownership | Since |
|---|---|---|---|
| Erich Michael Imphong Control | President | Under 5% | 2024 |
| Kristi Leigh Murphy Control | Chief Compliance Officer/Executive Vp- Client Operations | Under 5% | 2021 |
| Oceanview Consultants, LLC Control | Owner | Over 75% | 2024 |
Plotkin Financial Advisors, LLC reports $221.8 million in regulatory assets under management on its Form ADV.
Plotkin Financial Advisors, LLC reports 4 employees.
Plotkin Financial Advisors, LLC is based in Chevy Chase, MD and has been SEC-registered since 2015.
Plotkin Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8401 Connecticut Avenue, Suite 401, Chevy Chase, MD 20815-5833 |
| Phone | 301-907-9790 |
| Fax | 301-907-9793 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1826394 |
| Discloses disciplinary history | No |
| Discretionary | $221.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $221.8M |