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Building 2PETERSEN HASTINGS WEALTH ADVISORS, INC.

Map pinKENNEWICK, WA
Phone509-735-0484
NotebookSEC #801-19727
Total AUM
$1.6B
Employees
19
Clients
1,310

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8203 W QUINAULT
SUITE 101
KENNEWICK
WA 99336
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Phone
509-735-0484
Other Offices
2

ReceiptFinancials

Total AUM
$1.6B
Accounts
3,444
Discretionary
$1.6B
Accounts
3,444
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
858
AUM
$320.3M
HNW Individual Clients
374
AUM
$857.8M
Pension/Profit Sharing Plan Clients
64
AUM
$334.9M
Charitable Organization Clients
8
AUM
$21.1M
Insurance Company Clients
1
AUM
$3.3M
Corporation or Business Clients
5
AUM
$39.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDMTORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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