PLATFORM INVESTMENTS, LLC

1511 Baltimore Avenue
Suite 300
Kansas City, Missouri 64108
Tel: 816-285-3872

About PLATFORM INVESTMENTS, LLC

PLATFORM INVESTMENTS, LLC, formally registered with the SEC as PLATFORM INVESTMENTS, LLC. The firm was established in 01/05/2012. They have over 1 offices throughout the country.

PLATFORM INVESTMENTS, LLC is a Kansas City, Missouri based Financial Planning firm with nearly $1,475,546,984 assets under management, offering retirement planning & investment advisory services to 31 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159261
SEC#	801-72953
Assets Managed by Firm	$1,475,546,984
No. of Clients	31
No. of Advisors	38

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (ACQUISITION FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	31	$1,475,546,984

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