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Plotkin Financial Advisors Logo
Plotkin Financial Advisors CB Rank
1284908
Heat Score
62
Plotkin Financial Advisors is an investment advisory firm that offers asset management, retirement planning and signature services.
Founded
obfuscation
Private Chevy Chase, Maryland, United States1-10 pfallc.com/
Asset Management
Financial Services
Retirement
Overview

Plotkin Financial Advisors
Heat Score
62

Growth Score
pts
in past quarter
Heat Score 62
-7 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Plotkin Financial Advisors

CB Rank
1284908
Plotkin Financial Advisors is an investment advisory firm that offers asset management, retirement planning and signature services.
Founded
obfuscation
Private Chevy Chase, Maryland, United States1-10 pfallc.com/
Asset Management
Financial Services
Retirement

Details

Legal Name Plotkin Financial Advisors, LLC
Operating Status Active
Company Type For Profit
Phone Number +1-301-907-9790
Contact Email Info@pfallc.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Asset Management
Management of investment portfolios to meet clients' financial goals through strategic allocation and monitoring of assets.
Retirement Planning
Development of strategies to help clients prepare financially for retirement, including savings, investments, and income planning.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 7
News
Technology
View Tech Report

IT Spend

$69.1KThis year, Plotkin Financial Advisors is projected to spend $69.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
ZDNET Logo
ZDNET
89
Windows Operating System Logo
Windows Operating System
87
TechRadar Logo
TechRadar
82

Active Website Tech Count

3Plotkin Financial Advisors is actively using 3 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, CommonCrawl Top 50m, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is Plotkin Financial Advisors's headquarters? Plotkin Financial Advisors is located in Chevy Chase, Maryland, United States.Who are Plotkin Financial Advisors's competitors? Alternatives and possible competitors to Plotkin Financial Advisors may include Mariner Wealth Advisors, CAPTRUST, and  Mercer Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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