Ptma Investment Advisors

RIASEC RegisteredEst. 2011

Total AUM

$104B

Discretionary

$98.9B

95% of AUM

Avg account

$436M

Accounts

239

Employees

157

Advisory reps

Firm details

Headquarters: Denver, Colorado
CRD number: 159189
Registered since: October 13, 2011
Website: publictrustadvisors.com
Custodians: U.S. BANK, N.A., UMB FINANCIAL SERVICES, INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Pooled Investment Vehicles84.92%
State / Municipal Government15.08%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Ptma Investment Advisors is an SEC-registered limited liability company that operates as an institutional registered investment adviser. Founded in 2011, the firm primarily serves institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. Its fee arrangements include percentage-of-AUM charges, fixed fees and other fee structures. Ptma does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. The firm maintains industry relationships that include broker-dealer activity, registration as another investment adviser, and status as a registered municipal advisor.