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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-19-1992
- Office Locations
- 1
Office Locations
About Performance Tracking Inc.
Performance Tracking Inc. (PTI) is an independent RIA (est. 1992) serving individual investors with Schwab discount brokerage custody and discretionary managed portfolios for those who prefer delegated investment selection. The firm emphasizes fiduciary, low-conflict advice and ongoing financial planning. A differentiator for distribution teams is PTI’s monthly performance-tracking updates and its “select list” of top-ranked investments across 48 tracked markets, used to explain holdings and changes.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 184 clients, or 184 clients per representative. That equates to $332.8K in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on January 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Performance Tracking Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES COOPER BUNKER
Investment Advisor, President
- CRD
- #35168
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,240,016 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,240,016 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Performance Tracking Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.