Platform Investments, LLC
Platform Investments, LLC (CRD# 159261) is a financial advisory firm headquartered in Kansas City, MO. They manage $1,299,146,403 in 38 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management1,299MILLION
-
Total Number of Accounts38ACCOUNTS
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Average Account Value$34,188,063
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, MO
Financial Advisors at Platform Investments, LLC
No Advisor Found.
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