Ptma Investment Advisors
Denver, CO·SEC-registered · CRD #159189
Ptma Investment Advisors is an SEC-registered investment advisory firm in Denver, CO managing $104B across 299 client accounts, with 81 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$104B
Client accounts
299
Advisory staff
81
Fee model
Fee-based
How Ptma Investment Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Ptma Investment Advisors
How much does Ptma Investment Advisors manage?
Per its most recent SEC Form ADV filing (04/30/2026), Ptma Investment Advisors reports $104B in regulatory assets under management across roughly 299 client accounts.
How does Ptma Investment Advisors charge?
Ptma Investment Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ptma Investment Advisors a fiduciary?
Yes. Ptma Investment Advisors is registered with the U.S. Securities and Exchange Commission (CRD #159189), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ptma Investment Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ptma Investment Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Ptma Investment Advisors's public SEC Form ADV filing (CRD #159189, filed 04/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ptma Investment Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ptma Investment Advisors? Claim this profile.