RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 30, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BROWN, MICHAEL, LINNIPRESIDENTE Control
BROWN, MICHAEL, LINNICHIEF COMPLIANCE OFFICERE Control
BROWN, MICHAEL, LINNIPRESIDENTE Control
BROWN, MICHAEL, LINNICHIEF COMPLIANCE OFFICERE Control
BROWN, MICHAEL, LINNIPRESIDENTE Control
BROWN, MICHAEL, LINNICHIEF COMPLIANCE OFFICERE Control
BROWN, MICHAEL, LINNIPRESIDENTE Control
BROWN, MICHAEL, LINNICHIEF COMPLIANCE OFFICERE Control
BROWN, MICHAEL, LINNIPRESIDENTE Control
BROWN, MICHAEL, LINNICHIEF COMPLIANCE OFFICERE Control
BROWN, MICHAEL, LINNIPRESIDENTE Control
BROWN, MICHAEL, LINNICHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 30, 2012 REGISTERED

Notice Filings (1)

CA

Address

23591 EL TORO ROAD, SUITE 270
LAKE FOREST, CA 92630
United States
Phone: 949-768-3310