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).
Current Firm Details
By the Numbers
-
Total Assets Under Management67MILLION
-
Total Number of Accounts393ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, TX
Financial Advisors at Ptk Financial, LLC
No Advisor Found.
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