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Building 2PETERSON FINANCIAL SERVICES LLC

Map pinDENVER, CO
Phone303-831-4800
NotebookSEC #801-64096
Total AUM
$40.1M
Employees
3
Clients
0

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
$40.1M
Accounts
141
Discretionary
$39.4M
Accounts
130
Non-Discretionary
$681.4K
Accounts
11

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COTX

HandshakeAffiliates

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

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