Mark Peiler is a CFA-designated registered investment advisor at Pt Asset Management, LLC, based in Saint Michael, MN, with 4 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $9.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PT Asset Management (PTAM) manages investments for separately managed accounts. The management fee is calculated as a percentage of the market value of the account, as agreed upon in the investment management agreement. The specific rate is determined in the agreement.
Location
Saint Michael, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pt Asset Management, LLC
State Registrations1 state
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