P
CRD: 122006
Plaisier Financial Group LLC
Ludington, MI
6168621206
$8.7M Total AUM
$8.7M Disc. AUM
-- 3Y CAGR
1 Employees
97 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2002
- Office Locations
- 1
Office Locations
-- Ludington MI
About Plaisier Financial Group LLC
Plaisier Financial Group LLC is a Ludington-based RIA. The firm has been operating for 23 years. Managing $8.7M in total assets under management, with 1 advisory representatives. They custody assets with TD Ameritrade. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
73 AVG AGE
$8.7M AVG AUM / ADVISOR
$89.7K AVG AUM / CLIENT
16.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Investment Themes
Delta
Investment Vehicles
Legacy legacy
Services
Vertex Frontier Zenith prime
Owner & Executives
J
JANA MARIE PLAISIER
CFP, Managing Member
- CRD
- #1590785
- Ownership
- 75% or more
(293) 471-1133
eagle.quantum@oakcapital.com
in linkedin.com/in/matrix-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,700,000
Cash:
33.6% Equity - Exchange:
26.2% Public Funds:
40.2% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $1,959,303,968 | 33.6% |
| Equity - Exchange | $1,527,790,594 | 26.2% |
| Public Funds | $2,344,167,249 | 40.2% |
| Total | $5,831,261,811 | 100.0% |