PLOTKIN FINANCIAL ADVISORS, LLC
CRD #127635 SEC #801-85168 CHEVY CHASE, MD 301-907-9790
SEC Registered
Total AUM
$221.8M
Discretionary
$221.8M
Employees
4
Clients
25
Accounts
711
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $221.8M | $221.8M | $0 | 4 | 0 |
| Oct 2024 | $174.9M | $174.9M | $0 | 5 | 0 |
| Mar 2024 | $174.9M | $174.9M | $0 | 5 | 0 |
| Mar 2023 | $162.9M | $162.9M | $0 | 5 | 0 |
| Jul 2022 | $206.5M | $206.5M | $0 | 5 | 4 |
| Mar 2022 | $206.5M | $206.5M | $0 | 5 | 4 |
| Jan 2022 | $169.9M | $169.9M | $0 | 5 | 4 |
| Mar 2021 | $180.4M | $180.4M | $0 | 7 | 4 |
| Jun 2020 | $135.2M | $135.2M | $0 | 7 | 4 |
| Mar 2020 | $135.2M | $135.2M | $0 | 7 | 4 |
| Dec 2019 | $133.4M | $133.4M | $0 | 7 | 3 |
| Aug 2019 | $103.7M | $103.7M | $0 | 7 | 3 |
| Mar 2019 | $103.7M | $103.7M | $0 | 7 | 3 |
| Mar 2018 | $112.5M | $112.5M | $0 | 6 | 0 |
| Sep 2017 | $112.6M | $112.6M | $0 | 9 | 200 |
| Aug 2017 | $112.6M | $112.6M | $0 | 10 | 200 |
| Mar 2017 | $112.6M | $112.6M | $0 | 10 | 200 |
| Jun 2016 | $111.2M | $111.2M | $0 | 6 | 200 |
| Feb 2016 | $111.2M | $111.2M | $0 | 6 | 200 |
| Jan 2016 | $130.8M | $130.8M | $0 | 6 | 300 |
| Dec 2015 | $130.8M | $130.8M | $0 | 6 | 300 |
| Oct 2015 | $130.8M | $130.8M | $0 | 6 | 300 |
| Oct 2015 | $130.8M | $130.8M | $0 | 6 | 300 |
| Apr 2015 | $130.8M | $130.8M | $0 | 6 | 300 |
| Mar 2015 | $130.8M | $130.8M | $0 | 6 | 300 |
| Jul 2012 | $36.4M | $36.4M | $0 | 1 | 125 |
| May 2012 | $36.4M | $36.4M | $0 | 1 | 125 |
| Apr 2012 | $36.4M | $36.4M | $0 | 1 | 125 |
| Apr 2012 | $36.4M | $36.4M | $0 | 1 | 125 |
| Mar 2012 | $36.4M | $36.4M | $0 | 1 | 125 |
| Mar 2012 | $36.4M | $36.4M | $0 | 1 | 125 |
| Feb 2012 | $36.4M | $36.4M | $0 | 1 | 125 |
| Feb 2011 | $43.5M | $43.5M | $0 | 5 | -- |
| Sep 2010 | $25.4M | $25.4M | $0 | 5 | -- |
| Jan 2010 | $25.4M | $0 | $25.4M | 5 | -- |
DateMar 2025
Total AUM$221.8M
Discretionary$221.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$174.9M
Discretionary$174.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$162.9M
Discretionary$162.9M
Non-Disc.$0
Employees5
Clients0
DateJul 2022
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees5
Clients4
DateMar 2022
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees5
Clients4
DateJan 2022
Total AUM$169.9M
Discretionary$169.9M
Non-Disc.$0
Employees5
Clients4
DateMar 2021
Total AUM$180.4M
Discretionary$180.4M
Non-Disc.$0
Employees7
Clients4
DateJun 2020
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees7
Clients4
DateMar 2020
Total AUM$135.2M
Discretionary$135.2M
Non-Disc.$0
Employees7
Clients4
DateDec 2019
Total AUM$133.4M
Discretionary$133.4M
Non-Disc.$0
Employees7
Clients3
DateAug 2019
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees7
Clients3
DateMar 2019
Total AUM$103.7M
Discretionary$103.7M
Non-Disc.$0
Employees7
Clients3
DateMar 2018
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees9
Clients200
DateAug 2017
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees10
Clients200
DateMar 2017
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees10
Clients200
DateJun 2016
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees6
Clients200
DateFeb 2016
Total AUM$111.2M
Discretionary$111.2M
Non-Disc.$0
Employees6
Clients200
DateJan 2016
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees6
Clients300
DateDec 2015
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees6
Clients300
DateOct 2015
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees6
Clients300
DateOct 2015
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees6
Clients300
DateApr 2015
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees6
Clients300
DateMar 2015
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees6
Clients300
DateJul 2012
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees1
Clients125
DateMay 2012
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees1
Clients125
DateApr 2012
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees1
Clients125
DateApr 2012
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees1
Clients125
DateMar 2012
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees1
Clients125
DateMar 2012
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees1
Clients125
DateFeb 2012
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees1
Clients125
DateFeb 2011
Total AUM$43.5M
Discretionary$43.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$25.4M
Discretionary$0
Non-Disc.$25.4M
Employees5
Clients--