Platt Capital Management Inc is an adviser based in New York. It manages $16.58 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2001.
Platt Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Platt Capital Management Inc is $16.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Platt Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Nicoll Platt has been acting as President since 1 Jan 1981. Grenville Mac Donald Gooder joined the executive team most recently as the Senior Vice President/Cco.
The principal office where Platt Capital Management Inc performs its advisory services is located at 950 Third Ave, New York, NY 10022 2705, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-759-4480 or by fax 212-832-2823. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.