2 North Nevada Ave Suite 1300
Colorado Springs, Colorado 80903-1626
Tel: 719-636-9000
PETRA FINANCIAL ADVISORS INC, formally registered with the SEC as PETRA FINANCIAL ADVISORS INC. The firm was established in 06/27/1991. They have over 2 offices throughout the country.
PETRA FINANCIAL ADVISORS INC is a Colorado Springs, Colorado based Financial Planning firm with nearly $305,765,819 assets under management, offering retirement planning & investment advisory services to 1041 clients. The firm is staffed with 11 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 107196 |
SEC# | 801-39169 |
Assets Managed by Firm | $305,765,819 |
No. of Clients | 1041 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1041 | $305,765,819 |
Individuals (other than high net worth individuals) | 217 | $82,121,395 |
High net worth individuals | 84 | $219,894,148 |
Pension and profit sharing plans | Fewer than 5 clients | $3,711,397 |
Charitable organizations | Fewer than 5 clients | $38,879 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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