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Building 2PLATO'S PHILOSOPHY, LLC

Map pinVENTURA, CA
Phone805-888-2024
NotebookSEC #801-126714
Total AUM
$39.4M
Employees
4
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8164 PLATINUM STREET
VENTURA
CA 93004
United States
Operating Hours
8AM-5PM PT
Monday - Friday
Phone
805-888-2024

ReceiptFinancials

Total AUM
$39.4M
Accounts
1
Discretionary
$39.4M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$39.4M

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Other Fee
Other Compensation
FIXED BASIS POINTS OF OVERALL EXPENSE RATIO

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil Proceeding
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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