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PLAINS ADVISORY LLC
CRD 300110
1004 N. DIERS AVE, STE 316, GRAND ISLAND, NE, 68803, United States
Phone
308-210-7071
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$28.9M
Discretionary AUM
$28.9M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $16.4M |
| High net worth individuals | 8 | $12.5M |
All web addresses on file
Official SEC filing: View on IAPD