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
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts193ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Platinum Planning, Inc.
1
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 (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.
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