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Building 2PETERSON WEALTH SERVICES INC.

Map pinSOUTH OGDEN, UT
Phone801-475-4002
NotebookSEC #801-119303
Total AUM
$528.5M
Employees
6
Clients
453

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1523 EAST SKYLINE DRIVE SUITE C
SOUTH OGDEN
UT 84405
United States
Operating Hours
MONDAY -THURSDAY 8 AM-4 PM FRIDAYS 8 AM-2:30 PM
Monday - Friday
Phone
801-475-4002

ReceiptFinancials

Total AUM
$528.5M
Accounts
1,835
Discretionary
$528.5M
Accounts
1,835
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
391
AUM
$163.3M
HNW Individual Clients
54
AUM
$325.7M
Pension/Profit Sharing Plan Clients
1
AUM
$7.3M
Charitable Organization Clients
1
AUM
$13.5M
Corporation or Business Clients
6
AUM
$18.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAIDLANENMOKTXUT

HandshakeAffiliates

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

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