Overview
Assets Under Management: $160 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 82
Average Client Assets: $2 million
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