PETERSON FINANCIAL GROUP, INC.
CRD #169519 SEC #801-120786 DES MOINES, IA 515-226-1500
SEC Registered
Total AUM
$247.6M
Discretionary
$234.9M
Employees
11
Clients
251
Accounts
1,251
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $247.6M | $234.9M | $12.7M | 11 | 0 |
| Jul 2024 | $190.4M | $190.4M | $0 | 9 | 0 |
| Feb 2024 | $190.4M | $190.4M | $0 | 9 | 0 |
| Nov 2023 | $148.5M | $148.5M | $0 | 9 | 0 |
| Jul 2023 | $148.5M | $148.5M | $0 | 9 | 0 |
| Jun 2023 | $148.5M | $148.5M | $0 | 9 | 0 |
| Mar 2023 | $148.5M | $148.5M | $0 | 9 | 0 |
| Jan 2023 | $159.8M | $159.8M | $0 | 9 | 0 |
| Aug 2022 | $159.8M | $159.8M | $0 | 9 | 0 |
| Mar 2022 | $159.8M | $159.8M | $0 | 9 | 0 |
| Oct 2021 | $109.5M | $109.5M | $0 | 9 | 0 |
| Apr 2021 | $109.5M | $109.5M | $0 | 9 | 0 |
| Apr 2021 | $109.5M | $109.5M | $0 | 9 | 0 |
| Mar 2021 | $109.5M | $109.5M | $0 | 8 | 0 |
| Mar 2021 | $109.5M | $109.5M | $0 | 8 | 0 |
DateFeb 2025
Total AUM$247.6M
Discretionary$234.9M
Non-Disc.$12.7M
Employees11
Clients0
DateJul 2024
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$190.4M
Discretionary$190.4M
Non-Disc.$0
Employees9
Clients0
DateNov 2023
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees9
Clients0
DateJul 2023
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees9
Clients0
DateJun 2023
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$148.5M
Discretionary$148.5M
Non-Disc.$0
Employees9
Clients0
DateJan 2023
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees9
Clients0
DateAug 2022
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees9
Clients0
DateOct 2021
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees9
Clients0
DateApr 2021
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees9
Clients0
DateApr 2021
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees8
Clients0