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PLATINUM PLANNING, INC.
CRD 120213
534 SOUTH PINEAPPLE AVENUE, SARASOTA, FL, 34236, United States
Phone
941-444-5260
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.6M
Discretionary AUM
$32.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 197 | $21.9M |
| High net worth individuals | 8 | $10.7M |
All web addresses on file
Official SEC filing: View on IAPD