Ptma Investment Advisors

Assets Under Management

$94.2B

Number of Clients

86

Number of Advisors

10

Average Client AUM

$1.1B

AUM per Advisor

$9.4B

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

PTMA Investment Advisors provides investment advisory services through customized portfolios. They offer Separately Managed Accounts (SMA) and Local Government Investment Pools (LGIP). Public Trust offers fund accounting and consulting services. PMA offers investments in specific security types and SMA accounts to various entities.

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$25,000
Areas of Practice
Investment Management
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Location

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

10 Advisors at this firm

Ptma Investment Advisors | TrueAdvisor