Plattner Asset Management
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
2001 W Willow Knolls Dr Ste 201A, Peoria...Phone Number
(309) 966-0996Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Plattner Asset Management
Plattner Asset Management specializes in tactical, math-driven money management strategies aimed at retirees, families, and professionals seeking to protect and grow their wealth. The firm employs a disciplined approach to financial planning, focusing on data-driven insights and risk management rather than speculation. Their services include trend analysis, tactical reallocation, ongoing monitoring, and comprehensive financial planning tailored to clients' long-term goals. With a commitment to proactive asset management, Plattner Asset Management helps clients navigate market volatility and achieve financial security.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Plattner Asset Management
<$5M
1-10
Private
-
2010
BP
Brandon PlattnerManager, Fiduciary Money Financial & Advisor & Financial Planner
Company Profile Activity
Activity Insights
Plattner Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Plattner Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Plattner Asset Management.
Plattner Asset Management Tech Stack
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Frequently Asked Questions Regarding Plattner Asset Management
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Plattner Asset Management specializes in tactical, math-driven money management strategies aimed at retirees, families, and professionals seeking to protect and grow their wealth. The firm employs a disciplined approach to financial planning, focusing on data-driven insights and risk management rather than speculation. Their services include trend... Read More
