Ptk Financial, LLC

Ptk Financial, LLC (CRD# 115012) is a financial advisory firm headquartered in Media, PA. They manage $36,124,518 in 354 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    354
    ACCOUNTS
  • Average Account Value
    $102,047
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
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.

FL, NJ, PA, TX

Financial Advisors at Ptk Financial, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Paul T. Kohler
CRD#: 2503172
21 W. Front Street, Suite 300, Media, PA 19063
93
Wealthminder
score

Paul Kohler (CRD# 2503172) is an Investment Advisor Representative working at Ptk Financial, LLC in Media, PA and has over 22 years of experience in the finance industry.

2
Paul T. Kohler
CRD#: 4621355
21 West Front Street, Suite 300, Media, PA 19063
93
Wealthminder
score

Paul Kohler (CRD# 4621355) is an Investment Advisor Representative working at Ptk Financial, LLC in Media, PA and has over 6 years of experience in the finance industry.

3
Albert Vagnozzi
CRD#: 6197132
21 West Front Street, Suite 300, Media, PA 19063
77
Wealthminder
score

Albert Vagnozzi (CRD# 6197132) is an Investment Advisor Representative working at Ptk Financial, LLC in Media, PA and has over 3 years of experience in the finance industry.

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