PLOTKIN FINANCIAL ADVISORS, LLC
Doing business as PEAKSTONE FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$255,869,623
Discretionary
$255,869,623
Non-discretionary
$0
Firm details
- CRD number
- 127635
- SEC file number
- 801-85168
- Main office
- CHEVY CHASE, MD, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://WWW.PFALLC.COM
- Fee structure
-
Percentage of AUM Hourly Other
As of November 2026.