PLATO'S PHILOSOPHY, LLC

VENTURA, California·3 registered advisors·CRD# 319564
SEC# 801-1267140805-888-2024
01

Firm Overview

AUM
$39M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
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

3 registered advisors
Brian Patrick Sweeney
VENTURA, California
Kevin Helmut Paffrath
VENTURA, California
Mckay Joseph Thomason
VENTURA, California
05

Office Locations

VENTURA, California
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
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.