PETSO FINANCIAL CONSULTANTS LLC

1405 W Main Street
Boise, Idaho 83702
Tel: 208-853-2000

About PETSO FINANCIAL CONSULTANTS LLC

PETSO FINANCIAL CONSULTANTS LLC, formally registered with the SEC as PETSO FINANCIAL CONSULTANTS LLC. The firm was established in 11/06/2015. They have over 1 offices throughout the country.

PETSO FINANCIAL CONSULTANTS LLC is a Boise, Idaho based Financial Planning firm with nearly $1,001,733,985 assets under management, offering retirement planning & investment advisory services to 3462 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282032
SEC#	801-106898
Assets Managed by Firm	$1,001,733,985
No. of Clients	3462
No. of Advisors	5

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	3462	$1,001,733,985
Individuals (other than high net worth individuals)	1980	$325,419,107
High net worth individuals	323	$672,872,022
Charitable organizations	6	$3,442,856

Inquire with PETSO FINANCIAL CONSULTANTS LLC

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