PETERSON FINANCIAL SERVICES LLC
CRD #106127 SEC #801-123636 DENVER, CO 303-831-4800
SEC Registered
Total AUM
$112.4M
Discretionary
$111.9M
Employees
2
Clients
0
Accounts
165
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $112.4M | $111.9M | $454K | 2 | 165 |
| Feb 2024 | $105.6M | $105.2M | $485K | 2 | 0 |
| Feb 2023 | $91.5M | $91.3M | $186K | 2 | 0 |
| Mar 2022 | $131.9M | $131.5M | $359.7K | 2 | 0 |
| Mar 2022 | $131.9M | $131.5M | $359.7K | 2 | 0 |
| May 2021 | $118.4M | $118.1M | $338.2K | 2 | 0 |
| Apr 2021 | $118.4M | $118.1M | $338.2K | 2 | 0 |
| Apr 2012 | $40.1M | $39.4M | $681.4K | 1 | 141 |
| Mar 2012 | $40.1M | $39.4M | $681.4K | 1 | 141 |
| Feb 2012 | $40.1M | $39.4M | $681.4K | 1 | 141 |
| Feb 2009 | $29.2M | $28.6M | $644.3K | 5 | -- |
| Jan 2007 | $34.6M | $33.3M | $1.3M | 5 | -- |
| Feb 2006 | $27.4M | $27.3M | $42.8K | 5 | -- |
| Feb 2005 | $34.9M | $34.4M | $485.3K | 5 | -- |
| Mar 2002 | $29.2M | $29.1M | $67.4K | 5 | -- |
DateFeb 2025
Total AUM$112.4M
Discretionary$111.9M
Non-Disc.$454K
Employees2
Clients165
DateFeb 2024
Total AUM$105.6M
Discretionary$105.2M
Non-Disc.$485K
Employees2
Clients0
DateFeb 2023
Total AUM$91.5M
Discretionary$91.3M
Non-Disc.$186K
Employees2
Clients0
DateMar 2022
Total AUM$131.9M
Discretionary$131.5M
Non-Disc.$359.7K
Employees2
Clients0
DateMar 2022
Total AUM$131.9M
Discretionary$131.5M
Non-Disc.$359.7K
Employees2
Clients0
DateMay 2021
Total AUM$118.4M
Discretionary$118.1M
Non-Disc.$338.2K
Employees2
Clients0
DateApr 2021
Total AUM$118.4M
Discretionary$118.1M
Non-Disc.$338.2K
Employees2
Clients0
DateApr 2012
Total AUM$40.1M
Discretionary$39.4M
Non-Disc.$681.4K
Employees1
Clients141
DateMar 2012
Total AUM$40.1M
Discretionary$39.4M
Non-Disc.$681.4K
Employees1
Clients141
DateFeb 2012
Total AUM$40.1M
Discretionary$39.4M
Non-Disc.$681.4K
Employees1
Clients141
DateFeb 2009
Total AUM$29.2M
Discretionary$28.6M
Non-Disc.$644.3K
Employees5
Clients--
DateJan 2007
Total AUM$34.6M
Discretionary$33.3M
Non-Disc.$1.3M
Employees5
Clients--
DateFeb 2006
Total AUM$27.4M
Discretionary$27.3M
Non-Disc.$42.8K
Employees5
Clients--
DateFeb 2005
Total AUM$34.9M
Discretionary$34.4M
Non-Disc.$485.3K
Employees5
Clients--
DateMar 2002
Total AUM$29.2M
Discretionary$29.1M
Non-Disc.$67.4K
Employees5
Clients--