P
$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-20-2024
- Office Locations
- 1
Office Locations
214 Osborn ST Philadelphia PA
About PLC Investment Solutions, LLC
PLC Investment Solutions, LLC is a Philadelphia-based RIA. The firm has been operating for 2 years. Managing $5.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$5.6M AVG AUM / ADVISOR
$256.1K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
BRIAN CHARLES DOUGHERTY
Chief Compliance Officer, Partner, President
- CRD
- #2299402
- 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 | $5,634,980 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,634,980 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available U.S. Government/Agency:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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