Peterson Financial Services LLC
Peterson Financial Services LLC is an SEC-registered mass-market adviser in Denver, CO with $124.0M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Peterson Financial Services LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106127, SEC 801-123636, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $124.0M (2026-02-06)
- Firm type
- Mass-Market Adviser
- Location
- Denver, CO
- Employees
- 2
- Clients
- 162
- CRD
- 106127
- Ownership
- PETERSON FINANCIAL SERVICES LLC; PETERSON, KIRK, ROBERT
How much AUM does Peterson Financial Services LLC have?
Peterson Financial Services LLC reported $124.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Peterson Financial Services LLC?
Disclosed owners and executives of Peterson Financial Services LLC include PETERSON FINANCIAL SERVICES LLC, PETERSON, KIRK, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.