Platt Jeffrey Samuel


Assets, Funds, Holdings

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Platt Jeffrey Samuel
CRD #297487
SEC #801-113568
AUM $165.0 MM (100% Disc, 100% US)
Employees3 (67% Investors, 0% Brokers)
Address3838 Camino Del Rio North
San Diego, CA 92108
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Lent Raymond Lawrence
CA 0.2
Kenney Investments Inc
IL 0.2
Family Wealth Advisory Group LLC
OH 0.2
Financial Counseling Associates Inc
CO 0.2
Reinoso Asset Management Inc
NY 0.2
Samalin Investment Counsel LLC
NY 0.2
Avalon Advisory Group LLC
PA 0.2
Antman Lester Murray
CA 0.2
United Capital Management of Kansas Inc
KS 0.2
Floyd Benjamin Joseph
TX 0.2
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