Pts Asset Management

Pts Asset Management (CRD# 111047) is a financial advisory firm headquartered in North Haven, CT. They manage $209,594,891 in 1,049 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    210
    MILLION
  • Total Number of Accounts
    1,049
    ACCOUNTS
  • Average Account Value
    $199,804
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, MO, NC, NE, NH, NJ, NY, OH, PA, SC, TX, UT, VA, WA, WI, WV

Financial Advisors at Pts Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Jacqueline B. Beirne
CRD#: 4494175
565 Washington Avenue, Suite 7, North Haven, CT 06473
93
Wealthminder
score

Jacqueline Beirne (CRD# 4494175) is an Investment Advisor Representative working at Pts Asset Management in North Haven, CT and has over 15 years of experience in the finance industry.

2
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 26 years of experience in the finance industry.

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