PT ASSET MANAGEMENT, LLC

500 W. Madison Street
Suite 500
Chicago, Illinois 60661
Tel: 312-521-1000

About PT ASSET MANAGEMENT, LLC

PT ASSET MANAGEMENT, LLC, formally registered with the SEC as PT ASSET MANAGEMENT, LLC. The firm was established in 03/11/1994. They have over 3 offices throughout the country.

PT ASSET MANAGEMENT, LLC is a Chicago, Illinois based Financial Planning firm with nearly $7,001,948,993 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107619
SEC#	801-46031
Assets Managed by Firm	$7,001,948,993
No. of Clients	5
No. of Advisors	48

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$7,001,948,993
High net worth individuals	Fewer than 5 clients	$411,553
Corporations or other businesses	Fewer than 5 clients	$12,553,250

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