Jeffrey Filone

Platform Technology Partners

30 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Platform Technology Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

771 clients

Average Client Portfolio

$1.4M average

Assets Under Management

$1.1B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

135 Crossways Park Drive, Suite 404, Woodbury, NY, 11797

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Jeffrey is an IAR and member of Northeast Private Wealth Management LLC, dedicating full-time hours to these duties. He also owns 63 Forest Ave Holding Co, LLC, spending a few hours per week on real estate management and receiving compensation through rental income.