PLENTY FINANCIAL RIA, LLC
CRD #323767 SEC #801-126890 SAN FRANCISCO, CA 628-333-3863
SEC Registered
Total AUM
$6.2M
Discretionary
$6.2M
Employees
6
Clients
0
Accounts
213
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $6.2M | $6.2M | $0 | 6 | 0 |
| Feb 2025 | $5M | $5M | $0 | 5 | 0 |
| Dec 2024 | $5M | $5M | $0 | 5 | 0 |
| Oct 2024 | $5M | $5M | $0 | 5 | 0 |
| Mar 2024 | $5M | $5M | $0 | 5 | 0 |
DateMar 2025
Total AUM$6.2M
Discretionary$6.2M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees5
Clients0
DateDec 2024
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees5
Clients0