Petra Financial Advisors is an investment advisor in Colorado Springs with $305.77 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
954326389
SEC advisor number
801-39169
FINRA CRD number
107196
AUM ?
$305.77 mm
(as of 11 Apr 23)
Accounts
1,041
(as of 11 Apr 23)
Employees
11
(6 investment advisory or research)
Office hours
Monday - Friday, MON-THUR 8:30 - 5:00; FRI 8:00-4:00
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Forbes, David, Stephen | Chairman | 07/2019 | 25-50% |
Forbes, Jonathan, Stephen | President/certified Financial Planner | 07/2019 | 10-25% |
the Maj Trust Dated August 8, 2008 | Trust | 07/2019 | 25-50% |
Walton, Bill, Jack | Trustee | 07/2019 | |
Karstens, Crystal, Faith | Chief Compliance Officer | 03/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Jul 24
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
20 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23