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PETERSON FINANCIAL SERVICES LLC
CRD 106127 · SEC 801-123636
1726 CLARKSON STREET, DENVER, CO, 80218, United States
Phone
303-831-4800
Fax
303-831-4802
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$124.0M
Discretionary AUM
$123.8M
Team
2 total employees; 1 advisory reps; 162 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 131 | $36.5M |
| High net worth individuals | 26 | $82.7M |
| Pension/profit sharing plans | 4 | $4.9M |
| Charitable organizations | 1 | $1 |
States served
CO, TX
All web addresses on file
Official SEC filing: View on IAPD