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Peterson Financial Services LLC

● SEC registered since 2022CRD 106127SEC# 801-123636Denver, CO
Export (members)
Reg. AUM
$112.4M
Employees
2
Accounts
165
Location
Denver, CO

Peterson Financial Services LLC assets under management

Peterson Financial Services LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2022. It reports $112.4 million in regulatory assets under management and employs 2 people.
www.petersonfs.comView on SEC.gov ↗

Peterson Financial Services LLC owners & executives

1 reported
NameTitleOwnershipSince
Kirk Robert Peterson ControlCco, Managing Member, OwnerOver 75%1994

Frequently asked questions

How much does Peterson Financial Services LLC manage?

Peterson Financial Services LLC reports $112.4 million in regulatory assets under management on its Form ADV.

How many employees does Peterson Financial Services LLC have?

Peterson Financial Services LLC reports 2 employees.

Where is Peterson Financial Services LLC located?

Peterson Financial Services LLC is based in Denver, CO and has been SEC-registered since 2022.

Does Peterson Financial Services LLC disclose fund performance?

Peterson Financial Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1726 Clarkson Street, Denver, CO 80218
Phone303-831-4800
Fax303-831-4802
Office hours8a.m. To 5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$111.9M
Non-discretionary$454K
Total (RAUM)$112.4M