Unclaimed Profile

Mckay Joseph Thomason

PLATO'S PHILOSOPHY, LLC·VENTURA, California

PLATO'S PHILOSOPHY, LLC

8164 PLATINUM STREET, VENTURA, CA 93004CRD# 7657262Firm CRD# 319564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mckay Joseph Thomason · VENTURA, CA

Registration

CRD #7657262 · PLATO'S PHILOSOPHY, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Mckay Joseph Thomason 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.

Focus Areas

Specialties

Investment Management

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

PLATO'S PHILOSOPHY, LLC

AUM

$39M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PLATO'S PHILOSOPHY, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Other: FIXED BASIS POINTS OF OVERALL EXPENSE RATIO

Regulatory

SEC/IARD CRD# 7657262

Firm CRD# 319564

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mckay Joseph Thomason offer?

Mckay Joseph Thomason specializes in Investment Management. Contact their office in VENTURA, California for a consultation.

What are Mckay Joseph Thomason's credentials?

Mckay Joseph Thomason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mckay Joseph Thomason located?

Mckay Joseph Thomason 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 Mckay Joseph Thomason charge for services?

Mckay Joseph Thomason'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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