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 Advisors offers investment advisory services through customized portfolios of securities. They provide investment management services tailored to individual client needs within established written investment guidelines. Public Trust offers fund accounting and consulting services. PMA offers the ability to invest in specific security types that Public Trust does not.
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
Location
717 17th Street, Suite 1850, Denver, CO, 80202