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PLUM STREET ADVISORS, LLC
CRD 283917 · SEC 801-121901
CA, United States
Phone
504-517-5107
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$462.8M
Discretionary AUM
$462.8M
Team
8 total employees; 5 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $93.4M |
| High net worth individuals | 65 | $332.9M |
| Charitable organizations | 8 | $36.5M |
States served
CA, GA, LA, MA, NJ, NY, PA, SC, WA, FL
All web addresses on file
- https://www.linkedin.com/in/andy-pellegrino
- HTTPS://WWW.PLUMSTREETADVISORS.COM
- https://www.linkedin.com/company/plum-street-advisors-llc
- https://www.facebook.com/Plum-Street-Advisors-2091888487802592/
- https://www.facebook.com/jamie.osborn3/
- https://www.facebook.com/profile.php?id=1526197812
- https://www.linkedin.com/in/david-dirks-452b45/
- https://www.linkedin.com/in/alisaskatrud/
- https://www.linkedin.com/in/jamie-osborn/
- https://www.linkedin.com/in/christophecadiou
Official SEC filing: View on IAPD