Overview
Assets Under Management: $248 million
Headquarters: DES MOINES, IA
High-Net-Worth Clients: 103
Average Client Assets: $1 million
Frequently Asked Questions
PETERSON FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169519), PETERSON FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
PETERSON FINANCIAL GROUP, INC. is headquartered in DES MOINES, IA.
PETERSON FINANCIAL GROUP, INC. serves 103 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, PETERSON FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
PETERSON FINANCIAL GROUP, INC. manages $248 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, PETERSON FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
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