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| Peterson Financial Group Inc
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|---|---|
| CRD # | 169519 |
| SEC # | 801-120786 |
| CIK # | 0001903905 |
| AUM | 299.2 M (2026-02-24) |
| Employees | 11 (27% Investors, 0% Brokers) |
| Phone | 515-226-1500 |
| Address | 220 SW 9th St Des Moines, IA 50309 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.7 | ||
| Microsoft Corp | 0.6 | ||
| Deere & Co | 0.3 | ||
| SPDR Gold Trust | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 452 | 194.1 |
| (b) Individuals (high net worth individuals) | 64 | 98.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 6.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,359 | 299.2 |
| By Discretionary | ||
| Discretionary | 1,274 | 287.0 |
| Non-Discretionary | 85 | 12.2 |
| Total | 1,359 | 299.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 299.2 | |
| Total | 1,359 | 299.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001903905] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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