PLEXUS FINANCIAL GROUP, INC.
CRD #111641 SEC #801-64492 LAKE FOREST, CA 949-768-3310
SEC Registered
Total AUM
$65.9M
Discretionary
$60M
Employees
1
Clients
51
Accounts
210
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2012 | $66M | $60M | $6M | 1 | 26 |
| Mar 2012 | $65.9M | $60M | $5.9M | 1 | 26 |
| Jul 2011 | $65.9M | $60M | $5.9M | 5 | -- |
| Apr 2010 | $56.4M | $56.4M | $0 | 5 | -- |
| Mar 2008 | $61.4M | $61.4M | $0 | 5 | -- |
| Mar 2007 | $55.3M | $55.3M | $0 | 5 | -- |
DateApr 2012
Total AUM$66M
Discretionary$60M
Non-Disc.$6M
Employees1
Clients26
DateMar 2012
Total AUM$65.9M
Discretionary$60M
Non-Disc.$5.9M
Employees1
Clients26
DateJul 2011
Total AUM$65.9M
Discretionary$60M
Non-Disc.$5.9M
Employees5
Clients--
DateApr 2010
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$61.4M
Discretionary$61.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$55.3M
Discretionary$55.3M
Non-Disc.$0
Employees5
Clients--