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PTMA INVESTMENT ADVISORS
PUBLIC TRUST ADVISORS, LLC
CRD 159189 · SEC 801-72782
717 17TH STREET, SUITE 1850, DENVER, CO, 80202, United States
Phone
855-395-3954
Fax
877-311-0220
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$104.24B
Discretionary AUM
$98.92B
Team
157 total employees; 81 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees; CONSULTING FEES
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 11 | $88.53B |
| State/municipal entities | 71 | $15.72B |
States served
CA, CO, GA, LA, MI, NY, OH, OK, TX, FL
All web addresses on file
- https://www.texasclass.com/
- https://ptma.com/
- https://www.linkedin.com/company/ptma-financial-solutions/
- https://ncclass.com/
- https://www.wyomingclass.com/
- https://www.linkedin.com/company/california-class
- https://www.trustindiana.in.gov/
- https://www.oklahomaclass.com
- https://www.nebraskaclass.com/
- https://www.linkedin.com/company/floridaclass/
- https://publictrustadvisors.com/
- https://www.linkedin.com/company/publictrust
- https://www.californiaclass.com/
- https://www.colotrust.com/
- https://www.flclass.com/
- https://www.michiganclass.org/
- https://www.newyorkclass.org/
Official SEC filing: View on IAPD