Philip Platt (CRD# 4811718) is an Investment Advisor Representative working at Bordeaux Wealth Advisors in Kirkland, WA and has over 19 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bordeaux Wealth Advisors | Kirkland, WA | May 2023 - Current | 1 |
| Coldstream Capital Management | Bellevue, WA | Apr 2014 - May 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
| S63 | Uniform Securities State Law Examination | Oct 2017 |
- CA
- WA
-
Total Assets Under Management4,437MILLIONS
-
Total Number of Accounts247ACCOUNTS
-
Average Account Value$17,965,473
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, IL, MA, NV, OR, TX, WA
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