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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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