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).
Total Assets Under Management210MILLION
Total Number of Accounts1,049ACCOUNTS
Average Account Value$199,804
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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
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.
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.