Overview
Assets Under Management: $160 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 82
Average Client Assets: $2 million
Frequently Asked Questions
PETERSON ROGERS PRIVATE WEALTH, 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 #324001), PETERSON ROGERS PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
PETERSON ROGERS PRIVATE WEALTH, LLC is headquartered in SALT LAKE CITY, UT.
PETERSON ROGERS PRIVATE WEALTH, LLC serves 82 high-net-worth clients according to their SEC filing dated August 09, 2024. View client details ↓
According to their SEC Form ADV, PETERSON ROGERS PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
PETERSON ROGERS PRIVATE WEALTH, LLC manages $160 million in client assets according to their SEC filing dated August 09, 2024.
According to their SEC Form ADV, PETERSON ROGERS PRIVATE WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.29
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 88
Discretionary Accounts: 86
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 324001
Last Filing Date: 2024-08-09 00:00:00
Website: https://petersonrogers.com