George M Plaiss
Investment adviser representative at Pt Asset Management, LLC
17 yearsExperience
1 stateRegistered in
CFADesignation
$11.3BFirm assets
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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.
- Pt Asset Management, LLCAug 2011 to now
- Performance Trust Investment Advisors, LLCJun 2009 to now
Designations
- CFA
Exams passed
No exams in this record.
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
- 5676129
- Firm CRD
- 107619