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Building 2PTMA INVESTMENT ADVISORS

Map pinNAPERVILLE, IL
Phone630-657-6400
NotebookSEC #801-115313
Total AUM
$30.6B
Employees
157
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2135 CITYGATE LANE
7TH FLOOR
NAPERVILLE
IL 60563
United States
Operating Hours
8:00 AM TO 4:30 PM CST
Monday - Friday
Phone
630-657-6400
Other Offices
13

ReceiptFinancials

Total AUM
$30.6B
Accounts
508
Discretionary
$28.6B
Accounts
491
Non-Discretionary
$2B
Accounts
17

ContactClients

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Individual Clients
7
AUM
$2.4M
HNW Individual Clients
8
AUM
$26.2M
Pooled Vehicle Clients
12
AUM
$27B
Charitable Organization Clients
8
AUM
$38.2M
Government Entity Clients
108
AUM
$1.8B
Investment Advisor Clients
2
AUM
$48.6M
Insurance Company Clients
12
AUM
$422.4M
Corporation or Business Clients
3
AUM
$1.2B
Other Clients
1
AUM
$737.9K
Description of Other Clients
ASSOCIATIONS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLIAILMIMNMONENHNYOKPASDTXWI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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