David R Platt
TrusteePlatt Investment Counsel, LLCCRD 7595797
About David R Platt
David R Platt is listed as Trustee at Platt Investment Counsel, LLC. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Platt Investment Counsel, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does David R Platt work?
David R Platt is listed as Trustee at Platt Investment Counsel, LLC on SEC Form ADV.
How much of Platt Investment Counsel, LLC does David R Platt own?
Form ADV reports a beneficial ownership band of 25-50%.
Platt Investment Counsel, LLC
| Title | Trustee |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2022 |