Ptma Investment Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

159189

SEC number

801-72782

Firm type

RIA

Assets under management

$104.2B as of Apr 30, 2026

Website

www.texasclass.com ↗

Phone

855-395-3954

Address

717 17th Street, Denver, CO, 80202

Advisors at this firm

12 in our index · page 1 of 1

• Carolyn Jean AndersonCRD 3123981 · Denver, CO
  IA RegisteredBroker
• Danielle Elizabeth Steers CampbellCRD 5082063 · Denver, CO
  IA Registered
• Mark John CregerCRD 2835709 · Denver, CO
  IA Registered
• Trevor Scott DavenportCRD 6199716 · Denver, CO
  IA RegisteredBroker
• Sean Joseph FitzgeraldCRD 7513982 · Denver, CO
  IA Registered
• Adam Casey GunningCRD 2876007 · Denver, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Gregory Taylor HansenCRD 8110512 · Denver, CO
  IA RegisteredBroker
• Charles Macinnes LangfordCRD 8001120 · Denver, CO
  IA RegisteredBroker
• Brett Stephen ParsonsCRD 7701844 · Denver, CO
  IA RegisteredBroker
• Manuel Norman San LuisCRD 5290705 · Denver, CO
  IA Registered
• Robert Joseph ShullCRD 1372075 · Denver, CO
  IA RegisteredBroker
• Othneil Stockwell WaudCRD 2651342 · Denver, CO
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.