Peterson Financial is an investment advisor in Des Moines with $148.54 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
263511975
SEC advisor number
801-120786
FINRA CRD number
169519
AUM ?
$190.39 mm
(as of 26 Jul 24)
Accounts
1,086
(as of 26 Jul 24)
Employees
9
(2 investment advisory or research)
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
22 Aug 24
13F-HR
Quarterly holdings report by institutional manager
12 Aug 24
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22