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Petra Financial Advisors Inc

● SEC registered since 1991CRD 107196SEC# 801-39169Colorado Springs, CO
Export (members)
Reg. AUM
$387.8M
Employees
14
Accounts
1,183
Location
Colorado Springs, CO

Petra Financial Advisors Inc assets under management

Petra Financial Advisors Inc is an SEC-registered investment adviser based in Colorado Springs, CO. The firm has been registered since 1991. It reports $387.8 million in regulatory assets under management and employs 14 people.
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Petra Financial Advisors Inc owners & executives

3 reported
NameTitleOwnershipSince
Crystal Faith Karstens ControlChief Compliance OfficerUnder 5%2023
Jonathan Stephen Forbes ControlPresident/Chairman50-75%2019
Justin Nicholas Ross ControlPartner25-50%2024

Frequently asked questions

How much does Petra Financial Advisors Inc manage?

Petra Financial Advisors Inc reports $387.8 million in regulatory assets under management on its Form ADV.

How many employees does Petra Financial Advisors Inc have?

Petra Financial Advisors Inc reports 14 employees.

Where is Petra Financial Advisors Inc located?

Petra Financial Advisors Inc is based in Colorado Springs, CO and has been SEC-registered since 1991.

Does Petra Financial Advisors Inc disclose fund performance?

Petra Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 North Nevada Ave Suite 1300, Colorado Springs, CO 80903-1626
Phone719-636-9000
Fax719-636-9151
Office hoursMon-Thur 8:30 - 5:00; Fri 8:00-4:00
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$387.8M
Non-discretionary$0
Total (RAUM)$387.8M