National Retirement Planning Experts

National Coverage
Local Professionals

PETRA FINANCIAL ADVISORS INC

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

Need a Financial Advisor?
Compare Vetted Advisors

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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#107196
SEC#801-39169
Assets Managed by Firm$305,765,819
No. of Clients1041
No. of Advisors11

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total1041$305,765,819
Individuals (other than high net worth individuals)217$82,121,395
High net worth individuals84$219,894,148
Pension and profit sharing plansFewer than 5 clients$3,711,397
Charitable organizationsFewer than 5 clients$38,879

More Retirement Planning firms in Colorado Springs, Colorado:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
JANUS HENDERSON INVESTORS
151 Detroit Street
Denver, CO, 80206
$203,245,721,76066671061
EMPOWER ADVISORY GROUP, LLC
8515 East Orchard Rd 4t2
Greenwood Village, CO, 80111
$116,213,253,377236022874
PUBLIC TRUST ADVISORS, LLC
717 17th Street, Suite 1850
Denver, CO, 80202
$64,938,342,3198978
TRANSAMERICA ASSET MANAGEMENT, INC.
1801 California Street, Suite 5200
Denver, CO, 80202
$63,514,278,95013659
EMPOWER CAPITAL MANAGEMENT, LLC
8515 East Orchard Road 2t3
Greenwood Village, CO, 80111
$54,431,410,714101260

Explore More Retirement Advisors in Colorado Springs, Colorado