George
Plaiss

Pt Asset Management, LLC

CRD#5676129
Investment Advisor
in Chicago, IL

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About this Advisor

George Plaiss is a chartered financial analyst operating out of Chicago, Illinois with a total of 12 years of industry experience. Plaiss is an advisor for Pt Asset Management, LLC. They have worked at Pt Asset Management, Llc for their whole career. Plaiss is registered to operate in Illinois. Pt Asset Management, LLC is a financial advisory firm that has its headquarters in Chicago, IL. The company has a total of 44 employees. It has $6 billion in assets between its five client accounts, placing it among the largest firms in the country by assets under management. The firm performs a few services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. A financial advisor's fee schedules typically are based on the type of financial services. Fees charged by Pt Asset Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

12 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

George Plaiss Work History

George has been registered as a financial advisor for 12 years.*

2009 - Present (15 years)

Performance Trust Investment Advisors, LLC

*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 George Plaiss 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

Kevin Miller
Chicago, IL
Max Salk
Chicago, IL
Sean Dranfield
Chicago, IL
Lars Anderson
Chicago, IL
Brooke Tyler
Houston, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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