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George M Plaiss

PT Asset Management, LLC

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About George M Plaiss

George M. Plaiss is a financial advisor affiliated with PT Asset Management, LLC. George has been registered with the state of Illinois since 2011 and is currently active. George's area of specialization includes portfolio management for individuals, businesses, and investment companies. George is a Chartered Financial Analyst.

Firm Information

George Plaiss is currently registered with PT Asset Management, LLC. PT Asset Management, LLC, is a Chicago, IL based firm with a focus on investment advisory services. They manage approximately $7.00 billion in regulatory assets under management for 5 clients, primarily investment companies. The firm also offers portfolio management for businesses and individuals.
PT Asset Management, LLC

500 W. MADISON STREET

CHICAGO, IL 60661

$7.00B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Plaiss’s Registration & Firm History

IL

08/17/2011 - Present

PT Asset Management, LLC (CHICAGO IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George M Plaiss.
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