← Tributary

PLH FAMILY OFFICE, LLC

GARDEN CITY, NY · CRD 339235 · IAPD ↗ · (646) 518-2800

$0Regulatory AUM
1Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
May 2026 — PLH FAMILY OFFICE, LLC (GARDEN CITY, NY) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.