← Back to search
J.R.PLUTA CAPITAL MANAGEMENT, INC.
CRD 124758
3 OLD FORGE LN., PITTSFORD, NY, 14534-1718, United States
Phone
585-217-7413
Fax
585-218-0588
Registration
— (—)
Source
State registered
Total AUM
$16.3M
Discretionary AUM
$16.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $1.3M |
| High net worth individuals | 3 | $12.4M |
| Charitable organizations | 1 | $2.6M |
Official SEC filing: View on IAPD