Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > colorado > denver > PETERSON FINANCIAL SERVICES LLC
PETERSON FINANCIAL SERVICES LLC
1726 Clarkson Street
Denver, Colorado 80218
Tel: 303-831-4800
About PETERSON FINANCIAL SERVICES LLC
PETERSON FINANCIAL SERVICES LLC, formally registered with the SEC as PETERSON FINANCIAL SERVICES LLC. The firm was established in 04/07/2022. They have over 1 offices throughout the country.
PETERSON FINANCIAL SERVICES LLC is a Denver, Colorado based Financial Planning firm with nearly $112,363,171 assets under management, offering retirement planning & investment advisory services to 165 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106127 |
| SEC# | 801-123636 |
| Assets Managed by Firm | $112,363,171 |
| No. of Clients | 165 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 165 | $112,363,171 |
| Individuals (other than high net worth individuals) | 132 | $34,553,976 |
| High net worth individuals | 26 | $72,390,429 |
| Pension and profit sharing plans | 6 | $5,144,976 |
| Charitable organizations | 1 | $273,790 |
More Retirement Planning firms in Denver, Colorado:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
| $81,139,239,094 | 82 | 81 | |
| $65,938,129,807 | 135 | 60 | |
| $64,880,528,684 | 154 | 305 | |
| $24,019,792,910 | 7 | 64 |
Explore More Retirement Advisors in Denver, Colorado