ITS Asset Management, L.P.
SEC RegisteredThe Science of Protecting Wealth
About the firm
PTS Asset Management is a Registered Investment Advisor established in 1990. The firm specializes in reducing the risks associated with investing, combining asset allocation with pro-active asset management. Its service is offered through a nationwide network of professional financial advisors, brokers, and agents.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Risk management through a combination of asset allocation and pro-active asset management, offered via a nationwide network of professional financial advisors, brokers, and agents. Platforms and services include Axos Advisor Services, Millennium Trust, Variable Annuities, TIAA-CREF, and Faith Based Investing.
Who they serve
High net worth individuals, families, institutions, and non-profit organizations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 566 | $92M |
| High Net Worth Individuals | 20 | $155M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Dynamic, Global Premier | 2.00% |
| IP | 1.00% |
| Non-Platform $50,000–$250,000 | 2.25% |
| Non-Platform $250,001–$500,000 | 2.00% |
| Non-Platform $500,001–$1,000,000 | 1.75% |
| Non-Platform $1,000,001 and over | 0.00% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ITS Asset Management, L.P. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched