PLATFORM TECHNOLOGY PARTNERS

475 Fifth Ave
Suite 1501
New York, New York 10017
Tel: 212-444-2362

About PLATFORM TECHNOLOGY PARTNERS

PLATFORM TECHNOLOGY PARTNERS, formally registered with the SEC as PLATFORM TECHNOLOGY PARTNERS. The firm was established in 10/07/2019. They have over 2 offices throughout the country.

PLATFORM TECHNOLOGY PARTNERS is a New York, New York based Financial Planning firm with nearly $936,699,274 assets under management, offering retirement planning & investment advisory services to 1724 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305602
SEC#	801-117439
Assets Managed by Firm	$936,699,274
No. of Clients	1724
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1724	$936,699,274
Individuals (other than high net worth individuals)	450	$112,496,030
High net worth individuals	155	$690,583,824
Pension and profit sharing plans	1	$2,244,231
Corporations or other businesses	6	$47,478,639

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