Platt Investment Counsel, LLC

RIASEC RegisteredEst. 2018

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 organized as an LLC and SEC-registered since 2018. The firm charges fees based on assets under management and serves both individual/family clients and institutional accounts. Its advisory services focus on financial planning and discretionary portfolio management for individuals, small businesses, and businesses or institutions. The firm is not identified as a capital allocator, pension consultant, related adviser, or an active ESG investor in the regulatory snapshot.