Overview
Assets Under Management: $248 million
Headquarters: DES MOINES, IA
High-Net-Worth Clients: 103
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.24
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,251
Discretionary Accounts: 1,166
Non-Discretionary Accounts: 85
Regulatory Filings
CRD Number: 169519
Last Filing Date: 2025-02-28 00:00:00
Website: https://petersonfg.com