PLATT WEALTH MANAGEMENT
Tel: 619-255-9554 3838 Camino Del Rio North Suite 365 San Diego, California 92108
About PLATT WEALTH MANAGEMENT
PLATT WEALTH MANAGEMENT is a San Diego, California based financial advisory firm with nearly $341,385,772 in assets under management and provides investment advisory services for 598 clients. There are currently 6 financial advisors at the firm.
General Information
Firm CRD#:
297487
Firm SEC#:
801-113568
Assets Under Management:
$341,385,772
No. of Clients:
598
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses
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