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Home > Retirement Planners > illinois > chicago > PT ASSET MANAGEMENT, LLC
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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