PLATO'S PHILOSOPHY, LLC
CRD #319564 SEC #801-126714 VENTURA, CA 805-888-2024
SEC Registered
Total AUM
$40.2M
Discretionary
$40.2M
Employees
6
Clients
26
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2024 | $39.4M | $39.4M | $0 | 4 | 0 |
| Oct 2024 | $40.2M | $40.2M | $0 | 6 | 0 |
| Aug 2024 | $39.4M | $39.4M | $0 | 2 | 0 |
| May 2024 | $39.4M | $39.4M | $0 | 2 | 0 |
| Apr 2024 | $39.4M | $39.4M | $0 | 9 | 0 |
| Mar 2024 | $39.4M | $39.4M | $0 | 9 | 0 |
| Oct 2023 | $38.1M | $38.1M | $0 | 6 | 0 |
| Aug 2023 | $38.1M | $38.1M | $0 | 6 | 0 |
| Aug 2023 | $38.1M | $38.1M | $0 | 6 | 0 |
| Aug 2023 | $40.2M | $40.2M | $0 | 5 | 0 |
| Mar 2023 | $23M | $23M | $0 | 3 | 0 |
| Nov 2022 | $0 | $0 | $0 | 1 | 0 |
| Oct 2022 | $0 | $0 | $0 | 1 | 0 |
| Sep 2022 | $0 | $0 | $0 | 1 | 0 |
DateDec 2024
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2024
Total AUM$40.2M
Discretionary$40.2M
Non-Disc.$0
Employees6
Clients0
DateAug 2024
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$38.1M
Discretionary$38.1M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$38.1M
Discretionary$38.1M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$38.1M
Discretionary$38.1M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$40.2M
Discretionary$40.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$23M
Discretionary$23M
Non-Disc.$0
Employees3
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0