Plato Planning, LLC
● SEC registered since 2026CRD 339970SEC# 801-135470
Reg. AUM
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Employees
1
Accounts
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Location
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Plato Planning, LLC assets under management
Plato Planning, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It employs 1 people.
Plato Planning, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mythreya Reddy Lingala Control | Managing Member & Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How many employees does Plato Planning, LLC have?
Plato Planning, LLC reports 1 employees.
Does Plato Planning, LLC disclose fund performance?
Plato Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | +91 904-380-8615 |
| Office hours | 7a.m. To 3:30p.m. Est |
| SEC region | HQ |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 94%
More than 6% of 16,825 advisers