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 incorporated and appears as an SEC-registered adviser since 1988. The firm's ownership is listed as a combination of a domestic entity and an individual. Public filings classify the firm as "Unclassified." The dataset indicates Ptr, Inc. does not operate as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and is not registered as a pension consultant or related adviser. The firm did not supply details on advisory activities, business lines, client types, or fee structure in the provided records.
Assets & Accounts
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 18James Crompton
PresidentCRD 57381
Salvatore Modica
Floor BrokerCRD 1103234
James Quinn
Trading AssistantCRD 1643293
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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