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- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-28-2000
- Office Locations
- 1
Office Locations
About Platinum Planning, Inc.
Platinum Planning, Inc. is an independent RIA in Sarasota, FL providing personalized financial planning, portfolio management and design, retirement planning, and 401(k) plan management for individuals and local businesses. The firm focuses on long-term portfolio growth and retirement outcomes with unbiased, client-first recommendations, and has served clients since 1999. Securities offered through Trade-PMR (FINRA/SIPC).
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES RUSSELL WILLIAMSON
Chief Compliance Officer, Owner, President
- CRD
- #2437372
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,644,764 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,644,764 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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