PLATFORM WEALTH ADVISORS
Tel: (385) 243-0553 6510 S. Millrock Dr Holladay, Utah 84121
About PLATFORM WEALTH ADVISORS
PLATFORM WEALTH ADVISORS is a Holladay, Utah based financial advisory firm with nearly $295,116,746 in assets under management and provides investment advisory services for 555 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
329313
Firm SEC#:
801-129811
Assets Under Management:
$295,116,746
No. of Clients:
555
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors
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