Ptr, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Collingswood, New Jersey
CRD number
31559
Registered since
August 5, 1988
Website
ptr.inc

Firm profile

FINTRX

Overview

Ptr, Inc. is organized as a corporation with ownership tied to both a domestic entity and an individual. The dataset does not assign the firm to a specific advisory category — it is labeled as unclassified — and there is minimal public detail about its core advisory services, fee model, or client segments. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available record. The entry provides limited information about the firm's investment objectives, product mix, or manager allocation preferences. Ptr, Inc. maintains multiple physical locations; the record shows two office sites, though no addresses or regional focus are supplied.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Alan Krim

    Alan Krim

    CFO and FINOPCRD 2785337

Contacts

3 of 20
  • James Crompton

    PresidentCRD 57381

  • Salvatore Modica

    Floor BrokerCRD 1103234

  • James Quinn

    Trading AssistantCRD 1643293

Unlock 17 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Collingswood, NJ

Camden

Location

Collingswood, NJ

Headquartered in Collingswood, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Camden
Address
601 Haddon Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth