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Kevin Helmut Paffrath

PLATO'S PHILOSOPHY, LLC·VENTURA, California
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8164 PLATINUM STREET, VENTURA, CA 93004CRD# 7493981Firm CRD# 319564
01

About

Kevin Helmut Paffrath 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# 7493981
Firm CRD# 319564
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Helmut Paffrath offer?
Kevin Helmut Paffrath specializes in Investment Management. Contact their office in VENTURA, California for a consultation.
What are Kevin Helmut Paffrath's credentials?
Kevin Helmut Paffrath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Helmut Paffrath located?
Kevin Helmut Paffrath 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 Kevin Helmut Paffrath charge for services?
Kevin Helmut Paffrath'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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Other advisors in VENTURA
Mattawe Philip Clements — CLEMENTS INVESTMENT MANAGEMENTScott Mcdowell Campbell — CORNERSTONE ASSET MANAGEMENT, INC.Timothy Anson Call — CORNERSTONE ASSET MANAGEMENT, INC.Kathleen Jordan Campbell — CORNERSTONE ASSET MANAGEMENT, INC.Brian Patrick Sweeney — PLATO'S PHILOSOPHY, LLC
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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