Alejandro Alanis
Investment adviser representative at Ptma Investment Advisors
14 yearsExperience
1 stateRegistered in
$30.6BFirm assets
7 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
14 years in the industry.
- Ptma Investment AdvisorsJun 2022 to now
- Pma Asset Management, LLCMay 2022 to now
- Pma Financial Network, LLCMay 2022 to now
- Pma Securities, LLCMay 2022 to now
- Thrivent FinancialDec 2020 to now
- Thrivent Investment Management IncDec 2020 to now
- Pma Financial Network, Inc.Oct 2018 to Dec 2020
- Pma Securities, Inc.Oct 2018 to Dec 2020
- Edward JonesApr 2018 to Sep 2018
- Pivotal Home SolutionsJan 2018 to Apr 2018
- Soccer 2000Mar 2012 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Ptma Investment Advisors
Legal name: Prudent Man Advisors, LLC
$30.6BAssets managed
161Clients
27Advisers
7 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
- 6937260
- Firm CRD
- 301973