Ptolemy Asset Management, LLC
Ptolemy Asset Management, LLC (CRD# 120980) is a financial advisory firm headquartered in Parker, CO. They manage $21,464,479 in 105 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Ptolemy Asset Management, LLC
By the Numbers
-
Total Assets Under Management21MILLION
-
Total Number of Accounts105ACCOUNTS
-
Average Account Value$204,424
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO
Financial Advisors at Ptolemy Asset Management, LLC
No Advisor Found.
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