Nathaniel
Simkins
Platform Technology Partners
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About this Advisor
Nathaniel Simkins is a financial advisor based in New York, New York, working with Platform Technology Partners. Nathaniel has previously held positions at Company Blue Beech, LLC, Peachtree Investment Solutions, Ursula Capital Partners Lp, Horse Creek Trust LLC, and Monarch Private Capital. Nathaniel has passed the Series 65 regulatory exam and is registered to provide services in Georgia and New York. Currently, Nathaniel is part of Platform Technology Partners, which operates out of New York, New York. The firm has 1 office and 12 employees. The firm manages assets totaling $936.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Platform Technology Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Platform Technology Partners Brokerage Details
$936,699,274
12
1,724
$543,329
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Nathaniel Simkins Work History
Monarch Private Capital
Ursula Capital Partners Lp
Horse Creek Trust LLC
Company Blue Beech, LLC
Peachtree Investment Solutions
Disclosures
Please visit the SEC profile of Nathaniel Simkins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Platform Technology Partners
Woodbury, NY
New York, NY
New York, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
New York, NY
New York, NY
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