Ptma Investment Advisors

RIASEC Registered

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 institutional registered investment adviser that works primarily with institutional clients. The firm is SEC registered (registration year 2011) and operates as a limited liability company owned by domestic entities and individuals. Its advisory mandate focuses on portfolio management for pooled investment vehicles and for businesses or institutional entities. Ptma charges fees based on a percentage of assets under management, supplemented by fixed fees and other fee arrangements. The firm does not position itself as a capital allocator and does not identify as an active ESG investor. It is not a multi-state or newly formed adviser and it does not serve in a pension consultant role. Ptma maintains industry relationships that include affiliations with a broker‑dealer, other investment advisers, and a registered municipal advisor.