Platinum Planning, Inc.

Platinum Planning, Inc. (CRD# 120213) is a financial advisory firm headquartered in Sarasota, FL. They manage $19,975,532 in 193 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
534 South Pineapple Avenue, Sarasota, FL 34236
http://www.platinumplanninginc.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    193
    ACCOUNTS
  • Average Account Value
    $103,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Platinum Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James Williamson, financial advisor Sarasota FL
James R. Williamson
CRD#: 2437372
534 South Pineapple Avenue, Sarasota, FL 34236

James Williamson (CRD# 2437372) is an Investment Advisor Representative working at Platinum Planning, Inc. in Sarasota, FL and has over 20 years of experience in the finance industry.

2
Michael Comrie, financial advisor Sarasota FL
Michael B. Comrie
CRD#: 1372534
534 South Pineapple Avenue, Sarasota, FL 34236

Michael Comrie (CRD# 1372534) is an Investment Advisor Representative working at Platinum Planning, Inc. in Sarasota, FL and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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