Plumb Funds

Finance · Wisconsin, United States · 1-10 Employees

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Overview

Headquarters

8020 Excelsior Dr Ste 402, Madison, Wisc...

Phone Number

(608) 960-4616

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Plumb Funds

Plumb Funds specializes in mutual fund investments, focusing on companies that are innovators with the potential to disrupt entire sectors. They offer two main funds: the Plumb Equity Fund and the Plumb Balanced Fund, which aim to provide recurring revenue growth and profitability over the long term. Their target clients include investors looking for growth opportunities in the evolving landscape of payment systems and healthcare innovations. The firm is advised by Wisconsin Capital Management, a registered investment advisory firm based in Madison, Wisconsin.Explore more
Plumb Funds's Social MediaPopular SearchesPlumb FundsPLUMB TEAM INVESTMENT GROUP IncPlumb Capital & Holdings LLCSIC Code 67,672NAICS Code 52,525Show more

Plumb Funds Org Chart

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Chief Executive Officer

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Portfolio Manager, Co

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Plumb Funds

<$5M
1-10
Private
-
2007
$13.7M
11-50
Private
-
1989
Fred Coats, Chief Compliance Officer at Kornitzer Capital Management
Fred CoatsChief Compliance Officer
$6.2M
1-10
Private
-
1983
MF
Michael ForsterChief Operating Officer & Chief Financial Officer
<$5M
1-10
Private
-
1998
LS
Lee SilerPresident & CEO
<$5M
11-50
Private
-
-
JC
J. ClowersDirector, Research & Portfolio Manager, Co
<$5M
1-10
Private
-
2013
AP
Anthony PetrilliFounder and Managing Member
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
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Company Profile Activity

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Activity Insights

Plumb Funds is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Plumb Funds is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Plumb Funds.

Plumb Funds Tech Stack

A closer look at the technologies used by Plumb Funds

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Frequently Asked Questions Regarding Plumb Funds

What is Plumb Funds's official website?
Plumb Funds's official website is www.plumbfunds.com
What is Plumb Funds's Revenue?
Plumb Funds's revenue is <$5 Million
What is Plumb Funds's SIC code?
Plumb Funds's SIC: 67,672
What is Plumb Funds's NAICS code?
Plumb Funds's NAICS: 52,525
How many employees does Plumb Funds have?
Plumb Funds has 1-10 employees
What industry does Plumb Funds belong to?
Plumb Funds is in the industry of: Finance, Securities Trading
What is Plumb Funds competition?
Plumb Funds top competitors include: Kornitzer Capital Management, Evanson Asset Management, Brown Capital Management, Siler Wealth Management
What technology does Plumb Funds use?
Some of the popular technologies that Plumb Funds uses are: DocuSign, WordPress.org, reCAPTCHA, PHP
How do I contact Plumb Funds?
Plumb Funds contact info: Phone number: (608) 960-4616 Website: www.plumbfunds.com
What does Plumb Funds do?

Plumb Funds specializes in mutual fund investments, focusing on companies that are innovators with the potential to disrupt entire sectors. They offer two main funds: the Plumb Equity Fund and the Plumb Balanced Fund, which aim to provide recurring revenue growth and profitability over the long term. Their target clients include investors looking f... or growth opportunities in the evolving landscape of payment systems and healthcare innovations. The firm is advised by Wisconsin Capital Management, a registered investment advisory firm based in Madison, Wisconsin.Read More

What are Plumb Funds social media links?
Plumb Funds Linkedin page
Is Plumb Funds a public company?
Plumb Funds is private company therefore does not currently have an official ticker symbol
See more information about Plumb Funds

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