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 is an SEC-registered adviser since 1988. Ownership is recorded as a domestic entity and an individual. Public disclosures classify the firm as unclassified rather than by a common RIA category, and the firm is not identified as a capital allocator, pension consultant, related adviser, or a multi-state adviser. It is also not marked as an active ESG investor and is not newly formed. The dataset does not include details about the firm's advisory services, fee model, client segments, or investment approach.
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 1ALAN KRIM
CFO and FINOPCRD 2785337
Contacts
3 of 19JOHN BURKE
ClerkCRD 1446329
EMMETT FELDMANN
EmployeeCRD 8137966
NICOLE IRVIN
CRD 3135315
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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