Pts Asset Management

Pts Asset Management (CRD# 111047) is a financial advisory firm headquartered in North Haven, CT. They manage $240,483,978 in 1,301 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    1,301
    ACCOUNTS
  • Average Account Value
    $184,845
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

AZ, CA, CO, CT, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Pts Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
Ronald R. Milone
CRD#: 4200818
565 Washington Avenue, Suite 7, North Haven, CT 06473
96
Wealthminder
score

Ronald Milone (CRD# 4200818) is an Investment Advisor Representative working at Pts Asset Management in North Haven, CT and has over 17 years of experience in the finance industry. Ronald Milone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William J. Saas
CRD#: 4767819
565 Washington Avenue, Suite 7, North Haven, CT 06473
93
Wealthminder
score

William Saas (CRD# 4767819) is an Investment Advisor Representative working at Pts Asset Management in North Haven, CT and has over 13 years of experience in the finance industry.

3
William F. Wadsworth
CRD#: 1987068
565 Washington Avenue, Suite 7, North Haven, CT 06473
73
Wealthminder
score

William Wadsworth (CRD# 1987068) is an Investment Advisor Representative working at Pts Asset Management in North Haven, CT and has over 25 years of experience in the finance industry.

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