Overview
Assets Under Management: $146 million
High-Net-Worth Clients: 43
Average Client Assets: $2 million
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