Randy Scott Palomba

CFA

Ptma Investment Advisors

14 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Ptma Investment Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

86 clients

Average Client Portfolio

$1.1B average

Assets Under Management

$94.2B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$25,000

Location

717 17th Street, Suite 1850, Denver, CO, 80202

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Ptma Investment Advisors

October 2011 - Present · 14 yrs 4 mos

State Registrations5 states

COFLLAMITX

Advisor

Exams

No exam information available for this advisor.