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PLATT INVESTMENT COUNSEL, LLC
CRD 118737 · SEC 801-112826
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$153.6M
Discretionary AUM
$153.6M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $26.8M |
| High net worth individuals | 52 | $116.8M |
| Charitable organizations | 3 | $10.0M |
States served
CA, MN, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD