519 Main Street, Ste 100
Evansville, Indiana 47708
Tel: 812-436-4000
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $26,678,534,447 | 15 | 78 | |
| $25,872,395,406 | 10 | 37 | |
| $18,201,054,484 | 6270 | 150 | |
| $11,439,805,300 | 5947 | 56 | |
| $4,946,760,100 | 2231 | 42 |
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