PETTINGA FINANCIAL ADVISORS, LLC

519 Main Street, Ste 100
Evansville, Indiana 47708
Tel: 812-436-4000

About PETTINGA FINANCIAL ADVISORS, LLC

PETTINGA FINANCIAL ADVISORS, LLC, formally registered with the SEC as PETTINGA FINANCIAL ADVISORS, LLC. The firm was established in 02/11/2011. They have over 2 offices throughout the country.

PETTINGA FINANCIAL ADVISORS, LLC is a Evansville, Indiana based Financial Planning firm with nearly $1,002,465,901 assets under management, offering retirement planning & investment advisory services to 2120 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156369
SEC#	801-72154
Assets Managed by Firm	$1,002,465,901
No. of Clients	2120
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2120	$1,002,465,901
Individuals (other than high net worth individuals)	359	$137,695,499
High net worth individuals	244	$702,916,464
Pension and profit sharing plans	13	$79,068,288
Charitable organizations	12	$18,228,318
Corporations or other businesses	21	$64,557,332

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