Mark John Creger

Ptma Investment Advisors

27 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Ptma Investment Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

86 clients

Average Client Portfolio

$1.1B average

Assets Under Management

$94.2B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$25,000

Location

717 17th Street, Suite 1850, Denver, CO, 80202

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Ptma Investment Advisors

April 2016 - Present · 9 yrs 10 mos

Previous Registrations

Blx Group LLC

October 2001 - April 2016 · 14 yrs 6 mos

Fund Services Advisors, INC. (fsa)Broker

January 1999 - December 2015 · 16 yrs 11 mos

Pruco Securities CorporationBroker

January 1997 - December 1997 · 11 mos

State Registrations2 states

CAFL

Advisor

Exams

No exam information available for this advisor.