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Building 2PETERSON FINANCIAL SERVICES LLC

Map pinDENVER, CO
Phone303-831-4800
NotebookSEC #801-123636
Total AUM
$124M
Employees
2
Clients
162

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
$124M
Accounts
162
Discretionary
$123.8M
Accounts
158
Non-Discretionary
$215.2K
Accounts
4

ContactClients

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Individual Clients
131
AUM
$36.5M
HNW Individual Clients
26
AUM
$82.7M
Pension/Profit Sharing Plan Clients
4
AUM
$4.9M
Charitable Organization Clients
1
AUM
$1

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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