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Platt Investment Counsel, LLC

● SEC registered since 2018CRD 118737SEC# 801-112826
Export (members)
Reg. AUM
$146M
Employees
1
Accounts
372
Location

Platt Investment Counsel, LLC assets under management

Platt Investment Counsel, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2018. It reports $146 million in regulatory assets under management and employs 1 people.

Platt Investment Counsel, LLC owners & executives

4 reported
NameTitleOwnershipSince
Peter Markert Platt ControlPresident & Chief Compliance OfficerOver 75%2022
The Mary F. Platt Living Trust ControlOwner Trust25-50%2022
David R Platt ControlTrustee25-50%2022
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Frequently asked questions

How much does Platt Investment Counsel, LLC manage?

Platt Investment Counsel, LLC reports $146 million in regulatory assets under management on its Form ADV.

How many employees does Platt Investment Counsel, LLC have?

Platt Investment Counsel, LLC reports 1 employees.

Does Platt Investment Counsel, LLC disclose fund performance?

Platt Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone407-416-0066
Office hours24 Hours/Day
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$146M
Non-discretionary$0
Total (RAUM)$146M