S
$37.0M Total AUM
$37.0M Disc. AUM
-- 3Y CAGR
2 Employees
64 ADV. Clients
14 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-23-2011
- Office Locations
- 2
Office Locations
-- Hicksville NY
-- Southern Pines NC
About Semper Financial
Semper Financial is a Southern Pines-based RIA with 2 offices. The firm has been operating for 14 years. Managing $37.0M in total assets under management, with 2 advisory representatives.
Team overview
-- AVG AGE
$18.5M AVG AUM / ADVISOR
$578.1K AVG AUM / CLIENT
7.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRIAN BARRY PLUNKETT
Chief Financial Officer, Chief Operating Officer
- CRD
- #3121614
- Ownership
- 50% but less than 75%
Available
Available
Available
K
KEVIN MICHAEL PLUNKETT
Chief Compliance Officer, Chief Investment Officer
- CRD
- #861646
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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