PTMA INVESTMENT ADVISORS
Total AUM
$104.2B
Employees
157Clients
82Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
717 17TH STREET
SUITE 1850
DENVER
CO 80202
United States
SUITE 1850
DENVER
CO 80202
United States
Operating Hours
7:30 AM - 4:00 PM MST
Monday - Friday
Monday - Friday
Phone
855-395-3954
Other Offices
13
Financials
Total AUM
$104.2B
Accounts
239Discretionary
$98.9B
Accounts
179Non-Discretionary
$5.3B
Accounts
60
Clients
Pooled Vehicle Clients
11AUM
$88.5B
Government Entity Clients
71AUM
$15.7B
Services
Services Offered
Institutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES
Compliance
Disclosures
None reported
State Registrations
CACOFLGALAMINYOHOKTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.