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Josh Plattner

BELVERON REAL ESTATE PARTNERS, LLC·SAN FRANCISCO, California
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220 MONTGOMERY STREET, SAN FRANCISCO, CA 94104CRD# 7531749Firm CRD# 282072
01

About

Josh Plattner is a registered financial advisor based in SAN FRANCISCO, California, affiliated with BELVERON REAL ESTATE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BELVERON REAL ESTATE PARTNERS, LLC
BELVERON REAL ESTATE PARTNERS, LLC
AUM
$1.1B
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at BELVERON REAL ESTATE PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7531749
Firm CRD# 282072
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Josh Plattner offer?
Josh Plattner specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Josh Plattner's credentials?
Josh Plattner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Josh Plattner located?
Josh Plattner is based in SAN FRANCISCO, California, working with BELVERON REAL ESTATE PARTNERS, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Josh Plattner charge for services?
Josh Plattner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BELVERON REAL ESTATE PARTNERS, LLC?
BELVERON REAL ESTATE PARTNERS, LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael Perry Pence
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Paul Thomas Odland
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Vladimir Shlafman
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Louis Aaron Harrison
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Research
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