RIA Intel›Advisers›Georgia›PLUNKETT & ASSOCIATES, INC.

PLUNKETT & ASSOCIATES, INC.

Advisory

GA

Data as of Aug 18, 2023 · Source: SEC Form ADV

Average account
$514K
across 16 accounts
AUM per adviser
$8M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 18, 2023.

Total AUM
$8M
Discretionary %
100%
Clients
12
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$8M
Discretionary AUM$8M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InGA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

ASSET PROTECTION GROUP, LLC
$8M
ALPHASTREAM PORTFOLIOS, INC.
SAVANNAH, GA
$8M
-46.7% 1Y
SCHUMPERT INVESTMENTS, LLC
$8M
HORIZON ADVISORS, LLC
ROME, GA
$8M
BLUESTONE WEALTH PLANNING, LLC
ATLANTA, GA
$8M
1180 MANAGER LLC
ATLANTA, GA
$8M

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