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Dean Dibias

11 Years of Experience
St. Louis Park, MN

Dean Dibias is a registered investment advisor at Ptma Investment Advisors, based in St. Louis Park, MN, with 11 years of industry experience. Dean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 157 clients with $28B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
29 advisors
IM Fee
Planning only
Assets Under Management
$27.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5353 Wayzata Blvd., Suite 606, St. Louis Park, MN, 55416

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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.

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Employment History
Current Registrations
Ptma Investment Advisors
May 2019 - Present · 6 yrs 11 mos
Previous Registrations
Prudent Man Advisors, INC.
June 2014 - May 2019 · 4 yrs 11 mos
State Registrations2 states
MNSD
Advisor

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.

Exams
No exam information available for this advisor.