Trevor Davenport is a registered investment advisor at Ptma Investment Advisors, based in Denver, CO, with 10 years of industry experience. Trevor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 86 clients with $94B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PTMA Investment Advisors manages investments for institutional clients, charging fees based on a percentage of assets under management.
For Local Government Investment Pools (LGIPs), fees can be up to 0.30% annually, but are typically between 0.10% and 0.20%. For Separately Managed Accounts (SMAs), fees can be up to 0.175% annually. The specific fee depends on factors like the type of investment, market conditions, account size, and the scope of services provided. Fees are typically invoiced monthly or quarterly in arrears.
Location
717 17th Street, Suite 1850, Denver, CO, 80202
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Ptma Investment Advisors
Pma Securities, LLC
Pma Securities, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.