PETERSON FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$299,196,453
Discretionary
$286,987,856
Non-discretionary
$12,208,597
Firm details
- CRD number
- 169519
- SEC file number
- 801-120786
- Main office
- DES MOINES, IA, United States
- Employees
- 11
- SEC status
- Approved
- Website
- https://twitter.com/EPetersonFG
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.