Plexus Financial Services (Deer Park)
Plexus Financial Services is a related adviser based in Deer Park. It manages $32 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010.
Plexus Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Plexus Financial Services: assets under management
The assets under management (AUM) of Plexus Financial Services is $32 million. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Plexus Financial Services for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Plexus Financial Services
The Plexus Group Llc joined the executive team most recently as the Member / Manager.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Deer Park
The principal office where Plexus Financial Services performs its advisory services is located at 21805 Field Parkway, Deer Park, IL 60010, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-307-6100 or by fax 847-307-6199. The normal business hours are 8 am - 5 pm on Monday - Friday.
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