Peterson Financial Services LLC
● SEC registered since 2022CRD 106127SEC# 801-123636Denver, CO
Reg. AUM
$124M
Employees
2
Accounts
162
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 $124 million in regulatory assets under management and employs 2 people.
Peterson Financial Services LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kirk Robert Peterson Control | Cco, Managing Member, Owner | Over 75% | 1994 |
Frequently asked questions
How much does Peterson Financial Services LLC manage?
Peterson Financial Services LLC reports $124 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
| Address | 1726 Clarkson Street, Denver, CO 80218 |
| Phone | 303-831-4800 |
| Fax | 303-831-4802 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$124M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$124Mregulatory AUM
Discretionary $123.8MNon-discretionary $215K