RIA Intel›Advisers›PLATT INVESTMENT COUNSEL, LLC

PLATT INVESTMENT COUNSEL, LLC

Advisory

N·

Data as of Mar 5, 2026 · Source: SEC Form ADV

Total AUM
$154M
1-Year AUM Growth
+15.1%
3-Year CAGR
-1.9%
Employees
1
Assets Under Management
Total AUM$154M
Discretionary AUM$154M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients145
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record33
First FilingFeb 16, 2006
Latest FilingMar 5, 2026
🔒 Full AUM trend chart and 33 historical filings spanning 20+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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