Sign in
Create a free account
PLATFORM TECHNOLOGY PARTNERS
LOCUST VALLEY, NY
212-444-2362
SEC #801-117439Total AUM
$1.2B
Employees
12Clients
887Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
63 FOREST AVENUE
LOCUST VALLEY
NY 11560
United States
LOCUST VALLEY
NY 11560
United States
Operating Hours
9:00-5:00
Monday - Friday
Monday - Friday
Phone
212-444-2362
Other Offices
1
Financials
Total AUM
$1.2B
Accounts
2,257Discretionary
$1.1B
Accounts
2,032Non-Discretionary
$123.5M
Accounts
225
Clients
Individual Clients
535AUM
$136.6M
HNW Individual Clients
336AUM
$1.1B
Pension/Profit Sharing Plan Clients
1AUM
$3.5M
Charitable Organization Clients
1AUM
$250.2K
Corporation or Business Clients
14AUM
$32.4M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLGAMDNHNJNYTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.