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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $235,537
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MN, TX, WA

Financial Advisors at Platt Investment Counsel, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Peter M. Platt
CRD#: 2275710
1862 Valley Wood Way, Lake Mary, FL 32746
100
Wealthminder
score

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.

2
Douglas R. Platt
CRD#: 2114177
Edina, MN
93
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.