PLATFORM PARTNERS LLC

1717 West Loop South
Suite 1900
Houston, Texas 77027
Tel: 713-335-2300

About PLATFORM PARTNERS LLC

PLATFORM PARTNERS LLC, formally registered with the SEC as PLATFORM PARTNERS LLC. The firm was established in 03/21/2017. They have over 1 offices throughout the country.

PLATFORM PARTNERS LLC is a Houston, Texas based Financial Planning firm with nearly $645,691,000 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286532
SEC#	801-110170
Assets Managed by Firm	$645,691,000
No. of Clients	2
No. of Advisors	21

Fee Structure

A percentage of AUM
Performance Based
Other (MONITORING, TRANSACTION, SIMILAR FEES, REIMB OF TAX PREP)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$645,691,000

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