| Name | Title | Ownership | Since |
|---|---|---|---|
| David Dirks Control | Member, Partner, Chief Compliance Officer | 50-75% | 2016 |
| James Stuart Annett Osborn Control | Member, Partner | 50-75% | 2016 |
Plum Street Advisors, LLC reports $359.4 million in regulatory assets under management on its Form ADV.
Plum Street Advisors, LLC reports 7 employees.
Plum Street Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 504-517-5107 |
| Office hours | 9 a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $359.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $359.4M |