Overview
Assets Under Management: $146 million
High-Net-Worth Clients: 43
Average Client Assets: $2 million
Frequently Asked Questions
PLATT INVESTMENT COUNSEL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118737), PLATT INVESTMENT COUNSEL, LLC is subject to fiduciary duty under federal law.
PLATT INVESTMENT COUNSEL, LLC serves 43 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, PLATT INVESTMENT COUNSEL, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PLATT INVESTMENT COUNSEL, LLC manages $146 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, PLATT INVESTMENT COUNSEL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 372
Discretionary Accounts: 372
Regulatory Filings
CRD Number: 118737
Last Filing Date: 2025-02-19 00:00:00
Website: https://plattinvest.com