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PEAKSTONE FINANCIAL ADVISORS

PLOTKIN FINANCIAL ADVISORS, LLC

CRD 127635 · SEC 801-85168

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8401 CONNECTICUT AVENUE, SUITE 401, CHEVY CHASE, MD, 20815-5833, United States

Phone

301-907-9790

Fax

301-907-9793

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$255.9M

Discretionary AUM

$255.9M

Team

4 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; PERCENTAGE OF RETIREMENT PLAN ASSETS

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsRETIREMENT PLAN CONSULTING

Client types

TypeClientsAUM
Individuals203$59.4M
High net worth individuals116$195.8M

States served

CA, CO, MD, NY, PA, VA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD