PTMA INVESTMENT ADVISORS

RIASEC RegisteredEst. 2011

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 a limited liability company that has been SEC-registered since 2011 and predominantly serves institutional clients. The firm provides portfolio management for pooled investment vehicles and for businesses or institutional accounts. Its fee arrangements include asset-based percentage fees, fixed fees and other fee structures. Ptma reports it is not an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a pension consultant or capital allocator. Filings list the owner type as a combination of a domestic entity and an individual. The firm maintains industry relationships that include broker-dealer activity, registration as another type of investment adviser, and status as a registered municipal advisor.