Pts Asset Management
Pts Asset Management (CRD# 111047) is a financial advisory firm headquartered in North Haven, CT. They manage $201,703,838 in 770 accounts and serve the financial needs of clients across 25 states (or territories).
Total Assets Under Management202MILLION
Total Number of Accounts770ACCOUNTS
Average Account Value$261,953
- 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, ME, MI, MO, NC, NE, NH, NY, OH, PA, TX, VA, WA, WI
William Wadsworth (CRD# 1987068) is an Investment Advisor Representative working at Pts Asset Management in North Haven, CT and has over 29 years of experience in the finance industry.