Overview
Assets Under Management: $274 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.27
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,356
Discretionary Accounts: 1,261
Non-Discretionary Accounts: 95
Regulatory Filings
CRD Number: 324059
Last Filing Date: 2025-02-24 00:00:00
Website: https://petrosfw.com