PLATO'S PHILOSOPHY, LLC

8164 Platinum Street
Ventura, California 93004
Tel: 805-888-2384

About PLATO'S PHILOSOPHY, LLC

PLATO'S PHILOSOPHY, LLC, formally registered with the SEC as PLATO'S PHILOSOPHY, LLC. The firm was established in 10/11/2022. They have over 1 offices throughout the country.

PLATO'S PHILOSOPHY, LLC is a Ventura, California based Financial Planning firm with nearly $38,070,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319564
SEC#	801-126714
Assets Managed by Firm	$38,070,000
No. of Clients	1
No. of Advisors	6

Fee Structure

Fixed Fees
Other(FIXED BASIS POINTS OF OVERALL EXPENSE RATIO)

Advisory Services Provided

Financial Planning
Portfolio Management for Investment
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$38,070,000

More Retirement Planning firms in Ventura, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$2,936,601,179,276	18358	1331
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$2,406,691,634,676	481	754
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,248,547,388,863	2782	3177
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$782,620,910,160	242041	1007
DODGE & COX 555 California Street, 40th Floor San Francisco, CA, 94104	$322,933,193,102	762	295

Explore More Retirement Advisors in Ventura, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.