PLATINUM PLANNING, INC.

PLATINUM PLANNING, INC. of SARASOTA, FL is an SEC-registered investment adviser (CRD 120213). Regulatory assets under management: $32.6M.

Registration

• CRD: 120213
• Type: Registered investment adviser
• Location: 534 SOUTH PINEAPPLE AVENUE, SARASOTA, FL, 34236
• Phone: 941-444-5260
• Latest filing: 2026-02-16
• Regulatory AUM: $32.6M
• Discretionary AUM: $32.6M
• Clients: 1
• Accounts: 309

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120213 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search