Peterson Financial Group, Inc.
Peterson Financial Group, Inc. is an SEC-registered mass-market adviser in Des Moines, IA with $299.2M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Peterson Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169519, SEC 801-120786, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $299.2M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Location
- Des Moines, IA
- Employees
- 11
- Clients
- 522
- CRD
- 169519
- Ownership
- PETERSON, ERIC, ALAN; RICHARDSON, LINDA, LOUISE
How much AUM does Peterson Financial Group, Inc. have?
Peterson Financial Group, Inc. reported $299.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Peterson Financial Group, Inc.?
Disclosed owners and executives of Peterson Financial Group, Inc. include PETERSON, ERIC, ALAN, RICHARDSON, LINDA, LOUISE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.