firm profile
Ptma Investment Advisors
Overview
Ptma Investment Advisors is an SEC registered investment adviser based in Naperville, IL, registered since 2019. It reports $30.6B in assets under management across 508 accounts, with 157 employees. It has 27 investment adviser representatives.
- Reported AUM
- $30.6B
- Discretionary
- 93%
- Accounts
- 508
- Average account
- $60.2M
- Employees
- 157
- Advisory reps
- 27
- Registered since
- 2019
- Jurisdictions
- 15
As reported in the firm's April 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- 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 27
- Alejandro Alanis Registered Rep · Investment Adviser Rep CRD 6937260
- Cedric Peter Buermann Jr. Investment Adviser Rep CRD 4837152
- Amy L Buikema Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4238413
24 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2135 City Gate Ln Fl 7
Naperville, IL 60563 - County
- DuPage
- Metro area
- Chicago-Naperville-Elgin, IL-IN-WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 15 jurisdictions
- Website: pmanetwork.com
Every state, with registration dates
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