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Building 2PETERSON FINANCIAL SERVICES LLC

Map pinDENVER, CO
Phone303-831-4800
NotebookSEC #801-121306
Total AUM
$118.4M
Employees
2
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1726 CLARKSON STREET
DENVER
CO 80218
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
303-831-4800

ReceiptFinancials

Total AUM
$118.4M
Accounts
160
Discretionary
$118.1M
Accounts
153
Non-Discretionary
$338.2K
Accounts
7

ContactClients

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Individual Clients
91
AUM
$34.6M
HNW Individual Clients
29
AUM
$78.7M
Pension/Profit Sharing Plan Clients
7
AUM
$5.1M
Charitable Organization Clients
2
AUM
$4.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

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

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