Unclaimed Profile

George M Plaiss

PT ASSET MANAGEMENT, LLC·CHICAGO, Illinois

Clean record14 years registeredPT ASSET MANAGEMENT, LLC

500 W. MADISON STREET, CHICAGO, IL 60661CRD# 5676129Firm CRD# 107619

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George M Plaiss · CHICAGO, IL

Registration

CRD #5676129 · PT ASSET MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

PT ASSET MANAGEMENT, LLC

Aug 2011 – present

Registrations & Exams

Registration record

First registered · August 17, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PT ASSET MANAGEMENT, LLC

CRD 107619 · SEC 801-46031

AUM

$7.0B

Regulatory assets under management

Employees

5 client accounts

Services offered by PT ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at PT ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does George M Plaiss offer?

George M Plaiss specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are George M Plaiss's credentials?

George M Plaiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George M Plaiss located?

George M Plaiss is based in CHICAGO, Illinois, working with PT ASSET MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does George M Plaiss charge for services?

George M Plaiss's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PT ASSET MANAGEMENT, LLC?

PT ASSET MANAGEMENT, LLC has approximately 48 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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