Jonathan Roth is a registered investment advisor at Pt Asset Management, LLC, based in Chicago, IL, with 1 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients with $9.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PT Asset Management (PTAM) manages investments for separately managed accounts. The management fee is calculated as a percentage of the market value of the account, as agreed upon in the investment management agreement. The specific rate is determined in the agreement.
Location
500 W. Madison Street, Suite 500, Chicago, IL, 60661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan works full-time as an Internal Advisor Consultant for PT Asset Management. He also dedicates minimal time to Roth Music Group as a Sole Proprietor and to Monarch Clinics PC as a Registered Agent.
Employment History
Current Registrations
Pt Asset Management, LLC
Alps Distributors, INC.Broker
State Registrations12 states
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