Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > utah > south ogden > PETERSON WEALTH SERVICES INC.
PETERSON WEALTH SERVICES INC.
1523 East Skyline Drive Suite C
South Ogden, Utah 84405
Tel: 801-475-4002
About PETERSON WEALTH SERVICES INC.
PETERSON WEALTH SERVICES INC, formally registered with the SEC as PETERSON WEALTH SERVICES INC. The firm was established in 08/17/2020. They have over 1 offices throughout the country.
PETERSON WEALTH SERVICES INC. is a South Ogden, Utah based Financial Planning firm with nearly $394,014,090 assets under management, offering retirement planning & investment advisory services to 391 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288620 |
| SEC# | 801-119303 |
| Assets Managed by Firm | $394,014,090 |
| No. of Clients | 391 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 391 | $394,014,090 |
| Individuals (other than high net worth individuals) | 377 | $221,244,143 |
| High net worth individuals | 13 | $167,443,371 |
| Charitable organizations | 2 | $5,326,576 |
More Retirement Planning firms in South Ogden, Utah:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $47,001,314,000 | 132 | 2300 | |
| $26,663,066,907 | 237 | 90 | |
| $8,777,551,735 | 33539 | 17 | |
| $6,821,969,061 | 3884 | 72 | |
| $6,672,033,386 | 1963 | 24 |
Explore More Retirement Advisors in South Ogden, Utah