Platt Investment Counsel is an investment advisor in Lake Mary with $150.38 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
412016167
SEC advisor number
801-112826
FINRA CRD number
118737
AUM ?
$150.38 mm
(as of 19 Jul 22)
Accounts
382
(as of 19 Jul 22)
Employees
1
(1 investment advisory or research)
Office hours
SUNDAY-SATURDAY, 24 HOURS/DAY
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Platt, Peter, Markert | President & Chief Compliance Officer | 07/2022 | > 75% |
the Mary F. Platt Living Trust | Owner Trust | 07/2022 | 25-50% |
Platt, Peter, Markert | Trustee | 07/2022 | 25-50% |
Platt, David, R | Trustee | 07/2022 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
6 Apr 23
13F-HR
Quarterly holdings report by institutional manager
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
12 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
13F-HR
Quarterly holdings report by institutional manager
13 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Oct 21