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PETTINGA FINANCIAL ADVISORS, LLC
CRD 156369 · SEC 801-72154
215 NW MARTIN LUTHER KING JR BLVD, EVANSVILLE, IN, 47708, United States
Phone
812-436-4000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.28B
Discretionary AUM
$1.25B
Team
11 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 411 | $176.7M |
| High net worth individuals | 257 | $895.9M |
| Pension/profit sharing plans | 9 | $98.5M |
| Charitable organizations | 13 | $26.2M |
| Corporations/business entities | 22 | $78.5M |
States served
CA, GA, IL, IN, KY, MN, OH, SC, TN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD