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PETRA FINANCIAL ADVISORS INC
CRD 107196 · SEC 801-39169
2 NORTH NEVADA AVE SUITE 1300, COLORADO SPRINGS, CO, 80903-1626, United States
Phone
719-636-9000
Fax
719-636-9151
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$447.2M
Discretionary AUM
$447.2M
Team
15 total employees; 7 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 255 | $93.4M |
| High net worth individuals | 123 | $347.1M |
States served
AZ, CA, CO, LA, NE, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD