PETERSON FINANCIAL SERVICES LLC
SEC Form ADV profile.
Total regulatory AUM
$124,037,371
Discretionary
$123,822,129
Non-discretionary
$215,242
Firm details
- CRD number
- 106127
- SEC file number
- 801-123636
- Main office
- DENVER, CO, United States
- Employees
- 2
- SEC status
- Approved
- Website
- HTTP://WWW.PETERSONFS.COM
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.