Colin
Arnold

Pt Asset Management, LLC

CRD#6351236
Investment Advisor
in Chicago, IL

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About this Advisor

Colin Arnold is a financial advisor operating out of Chicago, Illinois who has 2 years of industry experience. Arnold is currently employed by Pt Asset Management, LLC. During their career, Arnold has held roles at Edward Jones, Augustana College, Crow Valley Country Club, Invesco Distributors, Inc, Invesco Advisers, Inc, J.P. Morgan Institutional Investments Inc, J.P. Morgan Investment Management Inc, Performance Trust Capital Partners, LLC and Pt Asset Management. Arnold has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Pt Asset Management, LLC is a business that has its headquarters in Chicago, IL. The company has a total of 44 financial advisors. It controls $6 billion in assets under management among its five accounts, making it one of the largest financial advisory firms in the country by assets under management. The company has a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial management usually are based on which services the firm provides the client. However, fees charged by Pt Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

500 W. Madison Suite 470
Chicago, IL 60661

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Pt Asset Management, LLC Brokerage Details

Total Assets Under Management

$5,549,167,759

IL Average: $6,674,516,078
Total Number of Employees

44

IL Average: 44
Total Number of Accounts

5

IL Average: 2,564
Average Account Size

$1,109,833,552

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Colin Arnold Work History

Colin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Performance Trust Capital Partners, LLC

2021 - Present (3 years)

Pt Asset Management

2019 - 2021 (2 years)

J.P. Morgan Institutional Investments Inc

2019 - 2021 (2 years)

J.P. Morgan Investment Management Inc

2017 - 2019 (2 years)

Invesco Distributors, Inc

2015 - 2017 (2 years)

Invesco Advisers, Inc

2014 - 2015 (1 year)

Edward Jones

2013 - 2013 (< 1 year)

Crow Valley Country Club

2011 - 2013 (2 years)

Augustana College

2010 - 2014 (4 years)

Augustana College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Colin Arnold to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pt Asset Management, LLC

Sean Dranfield
Chicago, IL
Kevin Miller
Chicago, IL
Max Salk
Chicago, IL
Brooke Tyler
Houston, TX
Lars Anderson
Chicago, IL
Colin Arnold
Chicago, IL
George Plaiss
Chicago, IL
Anthony Harris
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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