Investment adviser · CRD 153996
PLP ADVISORS, LLC
Investment adviser filing (IA)
GRAND RAPIDS, MI, United States · Form ADV filed Feb 14, 2015
- Regulatory AUM
- $12M Form ADV · Item 5.F
- Client accounts
- 187 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Private funds & service providers
0 Private fundsThe 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: Feb 14, 2015. View historical filings
Reported services
Financial planning · Individual portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
961 FOUR MILE ROAD NW, SUITE BGRAND RAPIDS, MI, 49544-8252, United States
CRD 153996
Filing source
Form ADV 877751 · Feb 14, 2015 · 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.