Plato's Philosophy, LLC

Plato's Philosophy, LLC (CRD# 319564) is a financial advisory firm headquartered in Ventura, CA. They manage $39,440,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8164 Platinum Street, Ventura, CA 93004
https://www.stockhack.com
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $39,440,000
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for investment companies (as well as "business development companies")
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Plato's Philosophy, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Tristin Haladus-Henke, financial advisor Ventura CA
Tristin S. Haladus-Henke
CRD#: 7562307
8164 Platinum Street, Ventura, CA 93004

Tristin Haladus-Henke (CRD# 7562307) is an Investment Advisor Representative working at Plato's Philosophy, LLC in Ventura, CA and has 1 year of experience in the finance industry.

2
Kevin Paffrath, financial advisor Ventura CA
Kevin H. Paffrath
CRD#: 7493981
8164 Platinum Street, Ventura, CA 93004

Kevin Paffrath (CRD# 7493981) is an Investment Advisor Representative working at Plato's Philosophy, LLC in Ventura, CA and has 1 year of experience in the finance industry.

3
Sebastian Pirola, financial advisor Ventura CA
Sebastian J. Pirola
CRD#: 7797408
8164 Platinum Street, Ventura, CA 93004

Sebastian Pirola (CRD# 7797408) is an Investment Advisor Representative working at Plato's Philosophy, LLC in Ventura, CA and has 1 year of experience in the finance industry.

4
Mckay Thomason, financial advisor Ventura CA
Mckay J. Thomason
CRD#: 7657262
8164 Platinum Street, Ventura, CA 93004

Mckay Thomason (CRD# 7657262) is an Investment Advisor Representative working at Plato's Philosophy, LLC in Ventura, CA and has 1 year of experience in the finance industry.

5
Quang Tran, financial advisor Ventura CA
Quang V. Tran
CRD#: 7780109
8164 Platinum Street, Ventura, CA 93004

Quang Tran (CRD# 7780109) is an Investment Advisor Representative working at Plato's Philosophy, LLC in Ventura, CA and has 1 year 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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