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Building 2PETRA FINANCIAL ADVISORS INC

Map pinCOLORADO SPRINGS, CO
Phone719-636-9000
NotebookSEC #801-39169
Total AUM
$447.2M
Employees
15
Clients
380

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 NORTH NEVADA AVE SUITE 1300
COLORADO SPRINGS
CO 80903-1626
United States
Operating Hours
MON-THUR 8:30 - 5:00; FRI 8:00-4:00
Monday - Friday
Phone
719-636-9000
Other Offices
2

ReceiptFinancials

Total AUM
$447.2M
Accounts
1,171
Discretionary
$447.2M
Accounts
1,171
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
255
AUM
$93.4M
HNW Individual Clients
123
AUM
$347.1M
Pension/Profit Sharing Plan Clients
1
AUM
$6.3M
Charitable Organization Clients
1
AUM
$450.2K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLANEORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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