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Douglas Platt Investment Counsel, LLC. (Edina)


Douglas Platt Investment Counsel, LLC. is an adviser based in Edina. It manages $62.45 million of regulatory assets for 310 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California, Minnesota, and Texas.

Douglas Platt Investment Counsel provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Douglas Platt Investment Counsel: assets under management

The assets under management (AUM) of Douglas Platt Investment Counsel, LLC. is $62.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 102% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $62.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $201.44 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Douglas Platt Investment Counsel, LLC. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Edina

The principal office where Douglas Platt Investment Counsel, LLC. performs its advisory services is located at 5917 Dewey Hill Road, Edina, MN 55439, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-942-5602 or by fax 952-914-9534. The normal business hours are 9:00am - 5:00pm on Monday - Friday.


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