Overview
Assets Under Management: $1.2 billion
Headquarters: BOISE, ID
High-Net-Worth Clients: 278
Average Client Assets: $2.2 million
Frequently Asked Questions
PETSO FINANCIAL CONSULTANTS 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 #282032), PETSO FINANCIAL CONSULTANTS LLC is subject to fiduciary duty under federal law.
PETSO FINANCIAL CONSULTANTS LLC is headquartered in BOISE, ID.
PETSO FINANCIAL CONSULTANTS LLC serves 278 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, PETSO FINANCIAL CONSULTANTS LLC offers financial planning and portfolio management for individuals. View all service details ↓
PETSO FINANCIAL CONSULTANTS LLC manages $1.2 billion in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, PETSO FINANCIAL CONSULTANTS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 278
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.78%
Average Client Assets: $2.2 million
Total Client Accounts: 3,863
Discretionary Accounts: 3,863
Regulatory Filings
CRD Number: 282032
Filing ID: 1835836
Last Filing Date: 2024-03-25 19:25:00