Platt Investment Counsel, LLC
Platt Investment Counsel, LLC (CRD# 118737) is a financial advisory firm headquartered in , . They manage $90,446,068 in 384 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management90MILLION
Total Number of Accounts384ACCOUNTS
Average Account Value$235,537
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, MN, TX, WA
Peter Platt (CRD# 2275710) is an Investment Advisor Representative working at Platt Investment Counsel, LLC in Sanford, FL and has over 20 years of experience in the finance industry.
Douglas Platt (CRD# 2114177) is an Investment Advisor Representative working at Platt Investment Counsel, LLC in Edina, MN and has over 15 years of experience in the finance industry.