Philip
Platt
Bordeaux Wealth Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Philip Platt is a financial advisor based in Kirkland, Washington, working with Bordeaux Wealth Advisors. Philip has previously held positions at Coldstream Capital Management and Bordeaux Wealth Advisors. Philip has passed the Series 65, Series 66, and Series 63 regulatory exams and is registered to provide services in California and Washington. Currently, Philip is part of Bordeaux Wealth Advisors, which operates out of Kirkland, Washington. The firm has 3 offices and 35 employees. The firm manages assets totaling $4.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Bordeaux Wealth Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Bordeaux Wealth Advisors Brokerage Details
$4,437,471,849
35
247
$17,965,473
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Philip Platt Work History
Bordeaux Wealth Advisors
Coldstream Capital Management
Disclosures
Please visit the SEC profile of Philip Platt 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 Bordeaux Wealth Advisors
Menlo Park, CA
Kirkland, WA
Menlo Park, CA
Menlo Park, CA
Kirkland, WA
Menlo Park, CA
Chicago, IL
Menlo Park, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
