Ptma Investment Advisors, IL — Investment Adviser | BuildTrust

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PTMA INVESTMENT ADVISORS

Investment AdviceNAPERVILLE, IL

Assets Under Management

$27.8B

Total AUM

Donut chart: Discretionary 25.8B, Non-Discretionary 2.0B
Category	Value
Discretionary	25.8B
Non-Discretionary	2.0B

Adviser Information

Field	Value
CRD Number	301973
SEC Number	801-115313
Street Address	2135 CITYGATE LANE
Street Address 2	7TH FLOOR
Location	NAPERVILLE, IL 60563
Country	United States
Phone	630-657-6400
Fax	630-718-8701
Total Employees	79

Client Count by Type (157 Total)

Horizontal bar chart: State/Municipal Govt Enti… 105, Pooled Investment Vehicle… 12, Insurance Companies 12, High Net Worth Individual… 8, Individuals (other than H… 7, Charitable Organizations 7, Corporations/Businesses 3, Other Investment Advisers 2, Other 1
Category	Value
State/Municipal Govt Enti…	105
Pooled Investment Vehicle…	12
Insurance Companies	12
High Net Worth Individual…	8
Individuals (other than H…	7
Charitable Organizations	7
Corporations/Businesses	3
Other Investment Advisers	2
Other	1