Investment adviser · CRD 111641

PLEXUS FINANCIAL GROUP, INC.

Investment adviser filing (IA)

LAKE FOREST, CA, United States · Form ADV filed Apr 12, 2012

Regulatory AUM
$66M
Form ADV · Item 5.F
Client accounts
210
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 12, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Fixed

Principal office

23591 EL TORO ROAD, SUITE 270
LAKE FOREST, CA, 92630, United States

CRD 111641

Filing source

Form ADV 639755 · Apr 12, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.