Ptma Investment Advisors

$104.24BAssets under management
as of Apr 2026 · SEC Form ADV
Denver, CO
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Tech stack

No one at Ptma Investment Advisors has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
U.S. Bank
Per Form ADV · $4.1B held · filed Dec 2024
BNY
Per Form ADV · $1.9B held · filed Dec 2024
Umb Bank, National Association
Per Form ADV · $1.4B held · filed Dec 2024