Overview
Assets Under Management: $124 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 26
Average Client Assets: $3.2 million
Frequently Asked Questions
PETERSON FINANCIAL SERVICES LLC 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 #106127), PETERSON FINANCIAL SERVICES LLC is subject to fiduciary duty under federal law.
PETERSON FINANCIAL SERVICES LLC is headquartered in DENVER, CO.
PETERSON FINANCIAL SERVICES LLC serves 26 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, PETERSON FINANCIAL SERVICES LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PETERSON FINANCIAL SERVICES LLC manages $124 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, PETERSON FINANCIAL SERVICES LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.64%
Average Client Assets: $3.2 million
Total Client Accounts: 162
Discretionary Accounts: 158
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 106127
Filing ID: 2049376
Last Filing Date: 2026-02-06 14:11:45