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Russell Christopher Platt

FORUM PARTNERS INVESTMENT MANAGEMENT LLC·WEST PALM BEACH, Florida
Unclaimed Profile
THE SQUARE, 700 S ROSEMARY AVENUE, WEST PALM BEACH, FL 33401CRD# 1567825Firm CRD# 161192
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About

Russell Christopher Platt is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with FORUM PARTNERS INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
FORUM PARTNERS INVESTMENT MANAGEMENT LLC
FORUM PARTNERS INVESTMENT MANAGEMENT LLC
AUM
$190M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at FORUM PARTNERS INVESTMENT MANAGEMENT LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1567825
Firm CRD# 161192
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Russell Christopher Platt offer?
Russell Christopher Platt specializes in Retirement Planning. Contact their office in WEST PALM BEACH, Florida for a consultation.
What are Russell Christopher Platt's credentials?
Russell Christopher Platt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Christopher Platt located?
Russell Christopher Platt is based in WEST PALM BEACH, Florida, working with FORUM PARTNERS INVESTMENT MANAGEMENT LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.
How does Russell Christopher Platt charge for services?
Russell Christopher Platt'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 FORUM PARTNERS INVESTMENT MANAGEMENT LLC?
FORUM PARTNERS INVESTMENT MANAGEMENT LLC is a registered investment adviser with the SEC, managing $190M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)NAPLES (220)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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