PT Financial Companies LLC
CIK 1720453
· Limited Liability Company
· Inc. DELAWARE
· CHICAGO, IL
· Other Banking and Financial Services
Filings
2
Total offered
$11.9M
Total sold
$11.9M
Activity
Jun 25, 2025
through Jul 8, 2026
through Jul 8, 2026
Filings by year
2025
1
2026
1
Contact info
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Likely investment adviser (not guaranteed)
Best-effort name match against Form ADV. Click through for AUM, employees, and disciplinary disclosures.
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COMPASS FINANCIAL GROUP, INC
medium CRD 801-76392
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COMPASS FINANCIAL GROUP, INC.
medium CRD 801-61941
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LEE FINANCIAL COMPANY, LLC
medium CRD 801-10722
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COMPTON FINANCIAL GROUP, LLC
medium CRD 801-80860
Form D filings (2)
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0001720453-26-000003D · Jul 8, 2026 · Other Banking and Financial ServicesOffering: $1,389,610Sold: $1,389,610
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0001720453-25-000001D · Jun 25, 2025 · Other Banking and Financial ServicesOffering: $10,469,050Sold: $10,469,050