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Building 2PETSO FINANCIAL CONSULTANTS LLC

Map pinBOISE, ID
Phone208-853-2000
NotebookSEC #801-106898
Total AUM
$1.2B
Employees
7
Clients
2,318

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1405 W MAIN STREET
BOISE
ID 83702
United States
Operating Hours
MON-THURS 7:30A-4P; FRI 7:30A-2P
Monday - Friday
Phone
208-853-2000

ReceiptFinancials

Total AUM
$1.2B
Accounts
3,863
Discretionary
$1.2B
Accounts
3,863
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,032
AUM
$567.8M
HNW Individual Clients
278
AUM
$617.4M
Charitable Organization Clients
8
AUM
$7.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDLAMTNCNENVNYORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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