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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Meridian quantum
- 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.
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Owner & Executives
JAMES COOPER BUNKER
Investment Advisor, President
- CRD
- #35168
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,240,016 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,240,016 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,240,016
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,605,746,061 | 39.9% |
| Public Funds | $1,171,108,029 | 29.1% |
| Cash | $1,247,572,127 | 31.0% |
| Total | $4,024,426,217 | 100.0% |