PETERSON FINANCIAL SERVICES LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $124.0M |
| Discretionary | $123.8M100% of AUM |
| Non-Discretionary | $215K |
| Client Accounts | 162 |
| Avg Account Size | $766K |
| Employees | 2 |
| Peak AUM | $131.9MMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $124M | +10.4% | +10.7% | +0.9% | |
| Discretionary AUM | $124M | ||||
Key Metrics
| Total AUM | $124.0M |
| Discretionary | $123.8M |
| Employees | 2 |
| Client Accounts | 162 |
| Client Range | 1-10 |
Contact & Location
Address
1726 CLARKSON STREET
DENVER CO 80218
Phone
303-831-4800
Filing History
26 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$124M
99.8% of AUM
Non-Discretionary
$215,242
0.2% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Banking Institution