Adviser Profile
| As of Date | 05/05/2021 |
| Registration status | Registration Changed to PETERSON FINANCIAL SERVICES LLC |
| ADV Location | DENVER, CO, United States |
| Contact Info | 303 xxxxxxx |
| AUM* | 118,400,395 |
| of that, discretionary | 118,062,212 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 773,859 |
| % High Net Worth | 24.17% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
118M
101M
84M
67M
51M
34M
17M
2021
Private Funds
No private funds