PTS Asset Management

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

565 Washington Ave Ste 7, North Haven, C...

Phone Number

(203) 234-9499

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
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May
Jun
ZI Rank
1
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1

About PTS Asset Management

PTS Asset Management is a Registered Investment Advisor established in 1990, specializing in risk management for high net worth individuals, families, institutions, and non-profit organizations. The company employs a dual strategy of asset allocation and proactive asset management to help clients participate in rising markets while preserving wealth in declining markets. With a nationwide network of professional financial advisors, brokers, and agents, PTS aims to provide tailored investment solutions. Their investment philosophy is rooted in decades of experience, focusing on reducing investment risks and ensuring client success.Explore more
PTS Asset Management's Social MediaPopular SearchesPts Asset ManagementT S Asset ManagementPortfolio TimingPortfolio Timing ServiceSIC Code 62,628NAICS Code 52,523Show more

PTS Asset Management Org Chart

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HW
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Director, Operations

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Operations Specialist

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Operations Specialist

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Operations Specialist

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Compare Similar Companies to PTS Asset Management

Compare insights from companies similar to PTS Asset Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PTS Asset Management

<$5M
11-50
Private
-
1990
HW
Heidi WayneDirector, Operations
<$5M
11-50
Private
$22.1M
2005
DM
Duane ManningVice President
<$5M
11-50
Private
-
2003
CB
Craig BuhrFinancial Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2003
AW
Austin WagnerPortfolio Manager
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

PTS Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

PTS Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about PTS Asset Management.

PTS Asset Management Tech Stack

A closer look at the technologies used by PTS Asset Management

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Frequently Asked Questions Regarding PTS Asset Management

What is PTS Asset Management's official website?
PTS Asset Management's official website is www.ptsmanagement.com
What is PTS Asset Management's Revenue?
PTS Asset Management's revenue is <$5 Million
What is PTS Asset Management's SIC code?
PTS Asset Management's SIC: 62,628
What is PTS Asset Management's NAICS code?
PTS Asset Management's NAICS: 52,523
How many employees does PTS Asset Management have?
PTS Asset Management has 11-50 employees
What industry does PTS Asset Management belong to?
PTS Asset Management is in the industry of: Finance, Securities Trading
What is PTS Asset Management competition?
PTS Asset Management top competitors include: Pillar Wealth Management, Sandlapper Securities, Stockade Wealth Management, Goodrich and Associates
What technology does PTS Asset Management use?
Some of the popular technologies that PTS Asset Management uses are: WordPress.org, reCAPTCHA, PHP, AppRiver
How do I contact PTS Asset Management?
PTS Asset Management contact info: Phone number: (203) 234-9499 Website: www.ptsmanagement.com
What does PTS Asset Management do?

PTS Asset Management is a Registered Investment Advisor established in 1990, specializing in risk management for high net worth individuals, families, institutions, and non-profit organizations. The company employs a dual strategy of asset allocation and proactive asset management to help clients participate in rising markets while preserving wealt... h in declining markets. With a nationwide network of professional financial advisors, brokers, and agents, PTS aims to provide tailored investment solutions. Their investment philosophy is rooted in decades of experience, focusing on reducing investment risks and ensuring client success.Read More

What are PTS Asset Management social media links?
PTS Asset Management Linkedin page
Is PTS Asset Management a public company?
PTS Asset Management is private company therefore does not currently have an official ticker symbol
See more information about PTS Asset Management

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