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| Peterson Financial Services LLC
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|
|---|---|
| CRD # | 106127 |
| SEC # | 801-123636 |
| CIK # | |
| AUM | $112.4 M (2025-02-05) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 303-831-4800 |
| Address | 1726 Clarkson Street Denver, CO 80218 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 132 | 34.6 |
| (b) Individuals (high net worth individuals) | 26 | 72.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 5.1 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 165 | 112.4 |
| By Discretionary | ||
| Discretionary | 159 | 111.9 |
| Non-Discretionary | 6 | 0.5 |
| Total | 165 | 112.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 112.4 | |
| Total | 165 | 112.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Regal Advisory Services Inc
✚
|
IL | 0.1 |
|
Arete Wealth Strategists LLC
✚
|
0.1 | |
|
Secure Wealth Inc
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|
FL | 0.1 |
|
Virtus Financial Partners LLC
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|
0.1 | |
|
Whitwell & Co LLC
✚
|
0.1 | |
|
Derive Wealth LLC
✚
|
CA | 0.1 |
|
Wallick Investments LLC
✚
|
SC | 0.1 |
|
Strategic Portfolio Solutions LLC
✚
|
TX | 0.1 |
|
Carter Terry & Company Inc
✚
|
GA | 0.1 |
|
APO Financial Services LLC
✚
|
AZ | 0.1 |