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Building 2PETERSON FINANCIAL GROUP, INC.

Map pinDES MOINES, IA
Phone515-226-1500
NotebookSEC #801-120786
Total AUM
$299.2M
Employees
11
Clients
522

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
220 SW 9TH ST.
SUITE 230
DES MOINES
IA 50309
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
515-226-1500

ReceiptFinancials

Total AUM
$299.2M
Accounts
1,359
Discretionary
$287M
Accounts
1,274
Non-Discretionary
$12.2M
Accounts
85

ContactClients

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Individual Clients
452
AUM
$194.1M
HNW Individual Clients
64
AUM
$98.6M
Pension/Profit Sharing Plan Clients
6
AUM
$6.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZFLIANETX

HandshakeAffiliates

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

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