PLATO'S PHILOSOPHY, LLC

VENTURA, California·5 registered advisors·CRD# 319564
SEC# 801-1267140805-888-2024
01

Firm Overview

AUM
$39M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Other: FIXED BASIS POINTS OF OVERALL EXPENSE RATIO
03

Specialties

Investment Management
04

Advisors at PLATO'S PHILOSOPHY, LLC

5 registered advisors
Brian Patrick Sweeney
VENTURA, California
Christian Luigi Mendoza Cubacub
VENTURA, California
Kenneth Edward Traynham
VENTURA, California
Kevin Helmut Paffrath
VENTURA, California
Mckay Joseph Thomason
VENTURA, California
05

Office Locations

VENTURA, California
5 advisors

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Data sourced from SEC Form ADV filings. PLATO'S PHILOSOPHY, LLC (CRD# 319564) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.