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
https://www.plattinvestment.com/
By the Numbers
  • Total Assets Under Management
    131
    MILLION
  • Total Number of Accounts
    376
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, MN, TX

Financial Advisors at Platt Investment Counsel, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter Platt, financial advisor Lake Mary FL
Peter M. Platt
CRD#: 2275710
Lake Mary, FL

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.

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.

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