Anthony James Harris
Investment adviser representative at Pt Asset Management, LLC
17 yearsExperience
1 stateRegistered in
$11.3BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Alps Distributors Inc.Feb 2025 to now
- Pt Asset Management, LLCSep 2011 to now
- Performance Trust Investment Advisors, LLCMay 2009 to now
- Performance Trust Capital Partners, LLCFeb 2009 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (IL).
Pt Asset Management, LLC
$11.3BAssets managed
4Clients
10Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4457220
- Firm CRD
- 107619