PETTINGA FINANCIAL ADVISORS, LLC
CRD #156369 SEC #801-72154 EVANSVILLE, IN 812-436-4000
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
12
Clients
25
Accounts
2,184
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $1.1B | $1.1B | $22M | 12 | 0 |
| Sep 2024 | $1B | $974.4M | $28.1M | 10 | 0 |
| Mar 2024 | $1B | $974.4M | $28.1M | 10 | 0 |
| Dec 2023 | $866.8M | $850.8M | $16M | 10 | 0 |
| Sep 2023 | $866.8M | $850.8M | $16M | 10 | 0 |
| Sep 2023 | $866.8M | $850.8M | $16M | 10 | 0 |
| Mar 2023 | $866.8M | $850.8M | $16M | 10 | 0 |
| Feb 2023 | $965.8M | $948.5M | $17.3M | 10 | 0 |
| Nov 2022 | $965.8M | $948.5M | $17.3M | 10 | 0 |
| Mar 2022 | $965.8M | $948.5M | $17.3M | 10 | 0 |
| Apr 2021 | $943.9M | $925.8M | $18.1M | 9 | 0 |
| Mar 2021 | $943.9M | $925.8M | $18.1M | 9 | 0 |
| Sep 2020 | $886.3M | $825.7M | $60.7M | 9 | 0 |
| Jun 2020 | $886.3M | $825.7M | $60.7M | 9 | 0 |
| May 2020 | $886.3M | $825.7M | $60.7M | 9 | 0 |
| Apr 2019 | $716.6M | $699.5M | $17.2M | 8 | 0 |
| Aug 2018 | $780.8M | $768.7M | $12.1M | 7 | 0 |
| Aug 2018 | $780.8M | $768.7M | $12.1M | 7 | 0 |
| Aug 2018 | $780.8M | $768.7M | $12.1M | 7 | 0 |
| Apr 2018 | $780.8M | $768.7M | $12.1M | 7 | 0 |
| Mar 2018 | $780.8M | $768.7M | $12.1M | 7 | 0 |
| Sep 2017 | $679.8M | $669.7M | $10M | 7 | 600 |
| Aug 2017 | $679.8M | $669.7M | $10M | 7 | 600 |
| Aug 2017 | $679.8M | $669.7M | $10M | 7 | 600 |
| Mar 2017 | $679.8M | $669.7M | $10M | 7 | 600 |
| Oct 2016 | $667.1M | $657.1M | $10M | 7 | 600 |
| Jul 2016 | $667.1M | $657.1M | $10M | 7 | 600 |
| Mar 2016 | $667.1M | $657.1M | $10M | 7 | 600 |
| May 2015 | $689.9M | $683.7M | $6.2M | 7 | 500 |
| Apr 2015 | $689.9M | $683.7M | $6.2M | 7 | 500 |
| Dec 2014 | $679.8M | $664.3M | $15.5M | 7 | 500 |
| Oct 2014 | $679.8M | $664.3M | $15.5M | 7 | 500 |
| Sep 2014 | $679.8M | $664.3M | $15.5M | 7 | 500 |
| Mar 2014 | $679.8M | $664.3M | $15.5M | 7 | 500 |
| Feb 2014 | $613.2M | $606.3M | $6.9M | 7 | 500 |
| Apr 2013 | $613.2M | $606.3M | $6.9M | 7 | 500 |
| Mar 2013 | $550.5M | $544.2M | $6.3M | 7 | 500 |
| Mar 2012 | $550.5M | $544.2M | $6.3M | 6 | 500 |
| Jun 2011 | $574.6M | $0 | $574.6M | 10 | -- |
| Apr 2011 | $574.6M | $0 | $574.6M | 10 | -- |
| Mar 2011 | $574.6M | $0 | $574.6M | 10 | -- |
| Feb 2011 | $574.6M | $0 | $574.6M | 10 | -- |
| Jan 2011 | $574.6M | $0 | $574.6M | 10 | -- |
DateApr 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$22M
Employees12
Clients0
DateSep 2024
Total AUM$1B
Discretionary$974.4M
Non-Disc.$28.1M
Employees10
Clients0
DateMar 2024
Total AUM$1B
Discretionary$974.4M
Non-Disc.$28.1M
Employees10
Clients0
DateDec 2023
Total AUM$866.8M
Discretionary$850.8M
Non-Disc.$16M
Employees10
Clients0
DateSep 2023
Total AUM$866.8M
Discretionary$850.8M
Non-Disc.$16M
Employees10
Clients0
DateSep 2023
Total AUM$866.8M
Discretionary$850.8M
Non-Disc.$16M
Employees10
Clients0
DateMar 2023
Total AUM$866.8M
Discretionary$850.8M
Non-Disc.$16M
Employees10
Clients0
DateFeb 2023
Total AUM$965.8M
Discretionary$948.5M
Non-Disc.$17.3M
Employees10
Clients0
DateNov 2022
Total AUM$965.8M
Discretionary$948.5M
Non-Disc.$17.3M
Employees10
Clients0
DateMar 2022
Total AUM$965.8M
Discretionary$948.5M
Non-Disc.$17.3M
Employees10
Clients0
DateApr 2021
Total AUM$943.9M
Discretionary$925.8M
Non-Disc.$18.1M
Employees9
Clients0
DateMar 2021
Total AUM$943.9M
Discretionary$925.8M
Non-Disc.$18.1M
Employees9
Clients0
DateSep 2020
Total AUM$886.3M
Discretionary$825.7M
Non-Disc.$60.7M
Employees9
Clients0
DateJun 2020
Total AUM$886.3M
Discretionary$825.7M
Non-Disc.$60.7M
Employees9
Clients0
DateMay 2020
Total AUM$886.3M
Discretionary$825.7M
Non-Disc.$60.7M
Employees9
Clients0
DateApr 2019
Total AUM$716.6M
Discretionary$699.5M
Non-Disc.$17.2M
Employees8
Clients0
DateAug 2018
Total AUM$780.8M
Discretionary$768.7M
Non-Disc.$12.1M
Employees7
Clients0
DateAug 2018
Total AUM$780.8M
Discretionary$768.7M
Non-Disc.$12.1M
Employees7
Clients0
DateAug 2018
Total AUM$780.8M
Discretionary$768.7M
Non-Disc.$12.1M
Employees7
Clients0
DateApr 2018
Total AUM$780.8M
Discretionary$768.7M
Non-Disc.$12.1M
Employees7
Clients0
DateMar 2018
Total AUM$780.8M
Discretionary$768.7M
Non-Disc.$12.1M
Employees7
Clients0
DateSep 2017
Total AUM$679.8M
Discretionary$669.7M
Non-Disc.$10M
Employees7
Clients600
DateAug 2017
Total AUM$679.8M
Discretionary$669.7M
Non-Disc.$10M
Employees7
Clients600
DateAug 2017
Total AUM$679.8M
Discretionary$669.7M
Non-Disc.$10M
Employees7
Clients600
DateMar 2017
Total AUM$679.8M
Discretionary$669.7M
Non-Disc.$10M
Employees7
Clients600
DateOct 2016
Total AUM$667.1M
Discretionary$657.1M
Non-Disc.$10M
Employees7
Clients600
DateJul 2016
Total AUM$667.1M
Discretionary$657.1M
Non-Disc.$10M
Employees7
Clients600
DateMar 2016
Total AUM$667.1M
Discretionary$657.1M
Non-Disc.$10M
Employees7
Clients600
DateMay 2015
Total AUM$689.9M
Discretionary$683.7M
Non-Disc.$6.2M
Employees7
Clients500
DateApr 2015
Total AUM$689.9M
Discretionary$683.7M
Non-Disc.$6.2M
Employees7
Clients500
DateDec 2014
Total AUM$679.8M
Discretionary$664.3M
Non-Disc.$15.5M
Employees7
Clients500
DateOct 2014
Total AUM$679.8M
Discretionary$664.3M
Non-Disc.$15.5M
Employees7
Clients500
DateSep 2014
Total AUM$679.8M
Discretionary$664.3M
Non-Disc.$15.5M
Employees7
Clients500
DateMar 2014
Total AUM$679.8M
Discretionary$664.3M
Non-Disc.$15.5M
Employees7
Clients500
DateFeb 2014
Total AUM$613.2M
Discretionary$606.3M
Non-Disc.$6.9M
Employees7
Clients500
DateApr 2013
Total AUM$613.2M
Discretionary$606.3M
Non-Disc.$6.9M
Employees7
Clients500
DateMar 2013
Total AUM$550.5M
Discretionary$544.2M
Non-Disc.$6.3M
Employees7
Clients500
DateMar 2012
Total AUM$550.5M
Discretionary$544.2M
Non-Disc.$6.3M
Employees6
Clients500
DateJun 2011
Total AUM$574.6M
Discretionary$0
Non-Disc.$574.6M
Employees10
Clients--
DateApr 2011
Total AUM$574.6M
Discretionary$0
Non-Disc.$574.6M
Employees10
Clients--
DateMar 2011
Total AUM$574.6M
Discretionary$0
Non-Disc.$574.6M
Employees10
Clients--
DateFeb 2011
Total AUM$574.6M
Discretionary$0
Non-Disc.$574.6M
Employees10
Clients--
DateJan 2011
Total AUM$574.6M
Discretionary$0
Non-Disc.$574.6M
Employees10
Clients--