PT ASSET MANAGEMENT, LLC

CHICAGO, Illinois·24 registered advisors·CRD# 107619

SEC# 801-460312312-521-1000

01

Firm Overview

AUM

$7.0B

Regulatory assets under management

Employees

48

Total firm employees

Advisors

24

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at PT ASSET MANAGEMENT, LLC

24 registered advisors

Andrew John Hixson

CHICAGO, Illinois

Anthony James Harris

CHICAGO, Illinois

Bradley Dale Bonga

CHICAGO, Illinois

Brian James Battle

CHICAGO, Illinois

Bruce Andrew Bonga

CHICAGO, Illinois

Chadwick Kacy Thorson

CHICAGO, Illinois

Christopher John Jones

CHICAGO, Illinois

Christopher Joseph Carney

CHICAGO, Illinois

David Roberts Howland

CHICAGO, Illinois

David Victor Raphael

CHICAGO, Illinois

David William Gilbert

CHICAGO, Illinois

Douglas Gerard Wilding

CHICAGO, Illinois

Douglas Robert Rothschild

CHICAGO, Illinois

Eric Paul Brown

CHICAGO, Illinois

George M Plaiss

CHICAGO, Illinois

Jeffrey John Weston

CHICAGO, Illinois

Kurt Allen Fritz

CHICAGO, Illinois

Mark Philip Bodett

CHICAGO, Illinois

Paul Scott Kangas

CHICAGO, Illinois

Philip Mark Nussbaum

CHICAGO, Illinois

Ryan Whitaker Tillery

CHICAGO, Illinois

Sean Michael-Thomas Dranfield

CHICAGO, Illinois

Stephen John Sinclair

CHICAGO, Illinois

Stephen Leon Roth

CHICAGO, Illinois

05

Office Locations

CHICAGO, Illinois

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Data sourced from SEC Form ADV filings. PT ASSET MANAGEMENT, LLC (CRD# 107619) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.