Platform Investments, LLC

Platform Investments, LLC (CRD# 159261) is a financial advisory firm headquartered in Fairway, KS. They manage $468,539,129 in 17 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    469
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $27,561,125
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, KS

Financial Advisors at Platform Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Terrence D. Anderson
CRD#: 5916986
4220 Shawnee Mission Pkwy, Suite 200b, Fairway, KS 66205
93
Wealthminder
score

Terrence Anderson (CRD# 5916986) is an Investment Advisor Representative working at Platform Investments, LLC in Fairway, KS and has over 6 years of experience in the finance industry.

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