Platler Capital Management LLC

Platler Capital Management LLC (CRD# 148911) is a financial advisory firm headquartered in , . They manage $24,300,000 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $450,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Platler Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Platler, financial advisor San Clemente CA
Matthew J. Platler
CRD#: 2554296
San Clemente, CA

Matthew Platler (CRD# 2554296) is an Investment Advisor Representative working at Platler Capital Management LLC in San Clemente, CA and has over 27 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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