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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 $1,299,146,403 assets under management, offering retirement planning & investment advisory services to 38 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 | $1,299,146,403 |
| No. of Clients | 38 |
| 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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 38 | $1,299,146,403 |
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