Ptk Financial, LLC

Ptk Financial, LLC (CRD# 115012) is a financial advisory firm headquartered in Media, PA. They manage $66,725,630 in 393 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    393
    ACCOUNTS
  • Average Account Value
    $169,785
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, TX

Financial Advisors at Ptk Financial, LLC
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.