PETRA FINANCIAL ADVISORS INC

2 North Nevada Ave Suite 1300
Colorado Springs, Colorado 80903-1626
Tel: 719-636-9000

About PETRA FINANCIAL ADVISORS INC

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 3 offices throughout the country.

PETRA FINANCIAL ADVISORS INC is a Colorado Springs, Colorado based Financial Planning firm with nearly $357,186,375 assets under management, offering retirement planning & investment advisory services to 1185 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107196
SEC#	801-39169
Assets Managed by Firm	$357,186,375
No. of Clients	1185
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1185	$357,186,375
Individuals (other than high net worth individuals)	276	$92,655,933
High net worth individuals	100	$256,659,221
Pension and profit sharing plans	Fewer than 5 clients	$4,709,890
Charitable organizations	5	$3,161,331

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PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305

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