Pt Asset Management, LLC

Pt Asset Management, LLC (CRD# 107619) is a financial advisory firm headquartered in Chicago, IL. They manage $1,802,006,703 in 28 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,802
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $64,357,382
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Pt Asset Management, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Shane B. Hoover
CRD#: 4006017
500 W. Madison, Suite 470, Chicago, IL 60661
96
Wealthminder
score

Shane Hoover (CRD# 4006017) is an Investment Advisor Representative working at Pt Asset Management, LLC in Chicago, IL and has over 18 years of experience in the finance industry.

2
Stacy B. Dang
CRD#: 3143275
500 W. Madison, Suite 470, Chicago, IL 60661
93
Wealthminder
score

Stacy Dang (CRD# 3143275) is an Investment Advisor Representative working at Pt Asset Management, LLC in Chicago, IL and has over 19 years of experience in the finance industry.

3
Sean M. Dranfield
CRD#: 4363137
500 W. Madison, Suite 470, Chicago, IL 60661
93
Wealthminder
score

Sean Dranfield (CRD# 4363137) is an Investment Advisor Representative working at Pt Asset Management, LLC in Chicago, IL and has over 13 years of experience in the finance industry.

4
Daniel P. Dresser
CRD#: 5873792
500 W. Madison, Suite 470, Chicago, IL 60661
93
Wealthminder
score

Daniel Dresser (CRD# 5873792) is an Investment Advisor Representative working at Pt Asset Management, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

5
Craig L. Feldman
CRD#: 3213709
Fort Lauderdale, FL
93
Wealthminder
score

Craig Feldman (CRD# 3213709) is an Investment Advisor Representative working at Pt Asset Management, LLC in Fort Lauderdale, FL and has over 10 years of experience in the finance industry.

6
Anthony J. Harris
CRD#: 4457220
500 W. Madison, Suite 470, Chicago, IL 60661
93
Wealthminder
score

Anthony Harris (CRD# 4457220) is an Investment Advisor Representative working at Pt Asset Management, LLC in Chicago, IL and has over 15 years of experience in the finance industry.

7
Neal P. Loftus
CRD#: 6006389
500 W. Madison, Suite 470, Chicago, IL 60661
93
Wealthminder
score

Neal Loftus (CRD# 6006389) is an Investment Advisor Representative working at Pt Asset Management, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

8
Lars K. Anderson
CRD#: 5861905
500 W. Madison, Suite 470, Chicago, IL 60661
90
Wealthminder
score

Lars Anderson (CRD# 5861905) is an Investment Advisor Representative working at Pt Asset Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.

9
Jason D. Appleson
CRD#: 5177209
500 W. Madison, Suite 470, Chicago, IL 60661
90
Wealthminder
score

Jason Appleson (CRD# 5177209) is an Investment Advisor Representative working at Pt Asset Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.

10
George M. Plaiss
CRD#: 5676129
500 W. Madison, Suite 470, Chicago, IL 60661
90
Wealthminder
score

George Plaiss (CRD# 5676129) is an Investment Advisor Representative working at Pt Asset Management, LLC in Chicago, IL and has 1 year of experience in the finance industry.

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