George Plaiss is a CFA-designated registered investment advisor at Pt Asset Management, LLC, based in Chicago, IL, with 14 years of industry experience. George 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
500 W. Madison Street, Suite 500, Chicago, IL, 60661
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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
Previous Registrations
Pt Asset Management, LLC
State Registrations1 state
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