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Brian Patrick Sweeney

PLATO'S PHILOSOPHY, LLC·VENTURA, California
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8164 PLATINUM STREET, VENTURA, CA 93004CRD# 4174087Firm CRD# 319564
01

About

Brian Patrick Sweeney is a registered financial advisor based in VENTURA, California, affiliated with PLATO'S PHILOSOPHY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Institutional Investors
03

Firm Overview

Firm
PLATO'S PHILOSOPHY, LLC
PLATO'S PHILOSOPHY, LLC
AUM
$39M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PLATO'S PHILOSOPHY, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Other: FIXED BASIS POINTS OF OVERALL EXPENSE RATIO
Regulatory
SEC/IARD CRD# 4174087
Firm CRD# 319564
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Patrick Sweeney offer?
Brian Patrick Sweeney specializes in Investment Management. Contact their office in VENTURA, California for a consultation.
What are Brian Patrick Sweeney's credentials?
Brian Patrick Sweeney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Patrick Sweeney located?
Brian Patrick Sweeney is based in VENTURA, California, working with PLATO'S PHILOSOPHY, LLC. Their office serves clients in the VENTURA metropolitan area and surrounding communities.
How does Brian Patrick Sweeney charge for services?
Brian Patrick Sweeney's firm is compensated through other: fixed basis points of overall expense ratio. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLATO'S PHILOSOPHY, LLC?
PLATO'S PHILOSOPHY, LLC has approximately 4 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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