Platt Investment Counsel, LLC

RIASEC Registered

Total AUM

$154M

Discretionary

$154M

100% of AUM

Avg account

$402K

Accounts

382

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 118737
Registered since: April 12, 2018
Website: www.plattinvestment.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI76.02%
Individuals17.47%
Charitable Organizations6.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Platt Investment Counsel, LLC is an independent registered investment adviser that provides financial planning and portfolio management for individuals, families and institutional clients. The firm is SEC-registered (registered in 2018) and operates as a limited liability company with an ownership structure tied to a domestic individual/entity. Its advisory fees are charged as a percentage of assets under management. Services explicitly offered include financial planning and discretionary portfolio management for private clients, small businesses and institutional accounts.