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PTOLEMY ADVISORY LLC

EIN 32-0275533-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.4M assets
Welfare
0
Participants
17
1250 PROSPECT STREET # 200 - LA JOLLA, CA 92037858-246-6617
Plans on this EIN
1 filing
#001401k-$3.4M - 17 part

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Retirement#001

PTOLEMY ADVISORY LLC 401(K) PLAN

401k

Assets$3.4M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PTOLEMY ADVISORY LLC 401(K) PLAN401k$3.4M172025
Retirement plans
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