Wealth Manager
    SEC Registered

    Ptma Investment Advisors

    Registered investment advisor · Denver, Colorado · CRD #159189

    Assets Under Management
    $104.2B
    Client Accounts
    239
    Employees
    157
    CRD Number
    159189
    Registration
    SEC Registered
    Custodian
    U.s. Bank National Association, The Bank Of New York Mellon Corporation, Umb Bank, National Association

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ptma Investment Advisors

    PTMA Investment Advisors is a registered investment advisory firm with the SEC, offering services to government entities. It operates in the financial services industry with offices in Denver and Naperville. The firm has 201-500 employees.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Ptma Investment Advisors

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    Frequently Asked Questions

    What is Ptma Investment Advisors's AUM?

    Ptma Investment Advisors reports approximately $104.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ptma Investment Advisors headquartered?

    Ptma Investment Advisors is headquartered in Denver, Colorado.

    What is Ptma Investment Advisors's CRD number?

    Ptma Investment Advisors's CRD number is 159189. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ptma Investment Advisors manage?

    Ptma Investment Advisors manages approximately 239 client accounts according to its latest SEC filing.

    Is Ptma Investment Advisors SEC registered?

    Yes, Ptma Investment Advisors is registered with the SEC as an investment adviser with an approved registration status.

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