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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Crest horizonTimber +more
- Established Date
- 05-20-2016
- Office Locations
- 1
Office Locations
About Plectrum Advisers LLC
Plectrum Advisers LLC is an independent financial planning firm serving the freelance community, with a niche focus on professional musicians. The firm helps clients make key financial decisions through financial planning, investment planning, portfolio construction, and insurance guidance. Its investment approach centers on asset allocation, often using ETFs and mutual funds with fixed income where appropriate; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Thomas M Rizzo
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #6637874
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ANNMARIE RIZZO
--
- CRD
- #7175426
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,546,832 | -- |
| Non-Discretionary | $0 | -- |
| Total | $72,546,832 | -- |
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Separately Managed Accounts
Total SMA Asset: $72,546,832
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,684,853,119 | 25.3% |
| Public Funds | $2,364,121,966 | 35.5% |
| Cash | $1,984,530,552 | 29.8% |
| Corporate - Investment Grade | $625,992,859 | 9.4% |
| Total | $6,659,498,496 | 100.0% |