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Clayton William Bourne

PT CAPITAL ADVISORS, LLC·ANCHORAGE, Alaska
Clean recordPT CAPITAL ADVISORS, LLC
188 W. NORTHERN LIGHTS BLVD., ANCHORAGE, AK 99503-3985CRD# 6248322Firm CRD# 168601

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clayton William Bourne · ANCHORAGE, AK
Registration
CRD #6248322 · PT CAPITAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Clayton William Bourne is a registered financial advisor based in ANCHORAGE, Alaska, affiliated with PT CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PT CAPITAL ADVISORS, LLC
PT CAPITAL ADVISORS, LLC
AUM
$119M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PT CAPITAL ADVISORS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6248322
Firm CRD# 168601
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Clayton William Bourne offer?
Clayton William Bourne specializes in Retirement Planning. Contact their office in ANCHORAGE, Alaska for a consultation.
What are Clayton William Bourne's credentials?
Clayton William Bourne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clayton William Bourne located?
Clayton William Bourne is based in ANCHORAGE, Alaska, working with PT CAPITAL ADVISORS, LLC. Their office serves clients in the ANCHORAGE metropolitan area and surrounding communities.
How does Clayton William Bourne charge for services?
Clayton William Bourne's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PT CAPITAL ADVISORS, LLC?
PT CAPITAL ADVISORS, LLC has approximately 8 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PT CAPITAL ADVISORS, LLC

Michael Moore
ANCHORAGE, AK
Hugh Sherman Short
ANCHORAGE, AK

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