Platt Investment Counsel, LLC
Platt Investment Counsel, LLC (CRD# 118737) is a financial advisory firm headquartered in , . They manage $130,521,835 in 376 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Platt Investment Counsel, LLC
By the Numbers
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Total Assets Under Management131MILLION
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Total Number of Accounts376ACCOUNTS
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Average Account Value$347,133
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, MN, TX
Financial Advisors at Platt Investment Counsel, LLC
1
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.
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