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Building 2PLATT INVESTMENT COUNSEL, LLC

Map pin
Phone407-416-0066
NotebookSEC #801-112826
Total AUM
$153.6M
Employees
1
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
24 HOURS/DAY
SUNDAY-SATURDAY
Phone
407-416-0066

ReceiptFinancials

Total AUM
$153.6M
Accounts
382
Discretionary
$153.6M
Accounts
382
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
90
AUM
$26.8M
HNW Individual Clients
52
AUM
$116.8M
Charitable Organization Clients
3
AUM
$10M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNNCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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