PETERSEN HASTINGS WEALTH ADVISORS, INC.

8203 W Quinault
Suite 101
Kennewick, Washington 99336
Tel: 509-735-0484

About PETERSEN HASTINGS WEALTH ADVISORS, INC.

PETERSEN HASTINGS WEALTH ADVISORS, INC, formally registered with the SEC as PETERSEN HASTINGS WEALTH ADVISORS, INC. The firm was established in 09/26/1983. They have over 2 offices throughout the country.

PETERSEN HASTINGS WEALTH ADVISORS, INC. is a Kennewick, Washington based Financial Planning firm with nearly $1,123,539,746 assets under management, offering retirement planning & investment advisory services to 2691 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110952
SEC#	801-19727
Assets Managed by Firm	$1,123,539,746
No. of Clients	2691
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges

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	2691	$1,123,539,746
Individuals (other than high net worth individuals)	719	$269,762,635
High net worth individuals	233	$511,318,713
Pension and profit sharing plans	53	$290,462,961
Charitable organizations	6	$13,779,310
Corporations or other businesses	6	$35,608,153

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