PLUMTREE FINANCIAL PLANNING

Phone

484-875-3072

Fax

—

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 125 broker-dealer reps

Clients

101-250

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-14

Disciplinary history

No