Pletcher Mitchell Anthony (Irvine)


Pletcher Mitchell Anthony is a large advisory firm based in Irvine. It manages $135 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Pletcher Mitchell Anthony provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pletcher Mitchell Anthony: assets under management

The assets under management (AUM) of Pletcher Mitchell Anthony is $135 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $120 million in discretionary accounts and $15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $533.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $600 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pletcher Mitchell Anthony for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Irvine

The principal office where Pletcher Mitchell Anthony performs its advisory services is located at 2020 Main Street, Irvine, CA 92614, 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 949-852-4100 or by fax 949-852-4106. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.cichome.com.

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