Platt Investment Counsel, LLC
Platt Investment Counsel, LLC (CRD# 118737) is a financial advisory firm headquartered in , . They manage $130,521,835 in 376 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Platt Investment Counsel, LLC
By the Numbers
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Total Assets Under Management131MILLION
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Total Number of Accounts376ACCOUNTS
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Average Account Value$347,133
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MN, TX
Financial Advisors at Platt Investment Counsel, LLC
1
Peter Platt (CRD# 2275710) is an Investment Advisor Representative working at Platt Investment Counsel, LLC in Sanford, FL and has over 20 years of experience in the finance industry.
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