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).

By the Numbers
  • Total Assets Under Management
    1,299
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • 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
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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