J
$16.3M Total AUM
$16.3M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-18-2003
- Office Locations
- 1
Office Locations
3 OLD Forge Ln. Pittsford NY
About J.r.pluta Capital Management, Inc.
J.r.pluta Capital Management, Inc. is a Pittsford-based RIA. The firm has been operating for 23 years. Managing $16.3M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$16.3M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
23yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Owner & Executives
J
JAMES RICHARD PLUTA
DIRECTOR, President
- CRD
- #4621014
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,250,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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