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Building 2PETTINGA FINANCIAL ADVISORS, LLC

Map pinEVANSVILLE, IN
Phone812-436-4000
NotebookSEC #801-72154
Total AUM
$1.3B
Employees
11
Clients
712

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
215 NW MARTIN LUTHER KING JR BLVD
EVANSVILLE
IN 47708
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
812-436-4000
Other Offices
1

ReceiptFinancials

Total AUM
$1.3B
Accounts
2,267
Discretionary
$1.3B
Accounts
2,193
Non-Discretionary
$24.5M
Accounts
74

ContactClients

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Individual Clients
411
AUM
$176.7M
HNW Individual Clients
257
AUM
$895.9M
Pension/Profit Sharing Plan Clients
9
AUM
$98.5M
Charitable Organization Clients
13
AUM
$26.2M
Corporation or Business Clients
22
AUM
$78.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAILINKYMNOHSCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 7 other businesses.

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