Assets Under Management
$1.1B
Number of Clients
771
Number of Advisors
9
Average Client AUM
$1.4M
AUM per Advisor
$121.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Platform Technology Partners offers investment supervisory and advisory services, as well as financial consultation services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. They manage portfolios of publicly traded securities and may recommend investments in privately held entities. The firm has a minimum relationship size of $100,000, which may be waived at their discretion.
475 Fifth Ave, Suite 1501, New York, NY, 10017