firm profile
Ptma Investment Advisors
Overview
Ptma Investment Advisors is an SEC registered investment adviser based in Denver, CO, registered since 2011. It reports $104B in assets under management across 239 accounts, with 157 employees. It has 12 investment adviser representatives.
- Reported AUM
- $104B
- Discretionary
- 95%
- Accounts
- 239
- Average account
- $436M
- Employees
- 157
- Advisory reps
- 12
- Registered since
- 2011
- Jurisdictions
- 10
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Other Fees and Percentage of Assets
Executive officers 3 of 6
- Todd William Alton Chief Executive Officer CRD 2876968
- Brandon Timothy Swensen Chief Investment Officer CRD 4259620
- Ian Karsten Voermann Chief Financial Officer CRD 7032499
3 more executive officers, with direct contact details
Advisory reps 3 of 12
- Carolyn Jean Anderson Registered Rep · Investment Adviser Rep CRD 3123981
- Danielle Elizabeth Steers Campbell Investment Adviser Rep CRD 5082063
- Mark John Creger Investment Adviser Rep CRD 2835709
9 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 717 17th St Ste 1850
Denver, CO 80202 - County
- Denver
- Metro area
- Denver-Aurora-Lakewood, CO
- Region
- West
Registrations
- SEC registered
- Registered in 10 jurisdictions
- Website: texasclass.com
Every state, with registration dates
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