Ptr, Inc.

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
19
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 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

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 18
  • James Crompton

    PresidentCRD 57381

  • Salvatore Modica

    Floor BrokerCRD 1103234

  • James Quinn

    Trading AssistantCRD 1643293

Unlock 15 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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