AG

Adam Casey Gunning

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
10 advisors
Number of Clients
86 clients
Average Client Portfolio
$1.1B average
Assets Under Management
$94.2B

Fee Structure

PTMA Investment Advisors provides investment advisory services, and the fees vary based on the specific advisor (Public Trust or PMA) and the type of service. Public Trust's LGIP fees can be charged up to an annual rate of 0.30%, typically between 0.10% and 0.20%. SMA fees can be charged up to an annual rate of 0.175%. PMA's LGIP fees are up to 0.10% for Stable NAV, up to 0.15% for Floating NAV, and up to 0.25% for Term Series, with an additional 0.10% for collateral management. Fees are negotiable and depend on the extent of services required.

Areas of Practice
Investment Management
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Advisor Information

Office location

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

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Regulatory History (1)
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Criminal
October 1992
Final Disposition
Employment History
Current Registrations
Pma Securities, LLC
January 2025 - Present · 1 yr
Pma Securities, LLCBroker
January 2025 - Present · 1 yr
Ptma Investment Advisors
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Umb Financial Services, INC.
June 2013 - March 2015 · 1 yr 9 mos
Umb Financial Services, INC. Broker
March 2013 - March 2015 · 2 yrs
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.