Ptr, Inc.
Firm details
- Headquarters
- Collingswood, New Jersey
- CRD number
- 31559
- Registered since
- August 5, 1988
- Website
- ptr.inc
Firm profile
FINTRXOverview
Ptr, Inc. is organized as a corporation and has been SEC-registered since 1988. Public filing fields classify the firm as "Unclassified." Owner type is listed as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor. It is not reported as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The entity has provided very limited public disclosure about its business and advisory activities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Alan Krim
CFO and FINOPCRD 2785337
Contacts
3 of 17
John Burke
ClerkCRD 1446329
Emmett Feldmann
EmployeeCRD 8137966
Timothy Reilly
ClerkCRD 8187623
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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