PETSO FINANCIAL CONSULTANTS LLC
CRD #282032 SEC #801-106898 BOISE, ID 208-853-2000
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
7
Clients
1
Accounts
3,863
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $1.2B | $1.2B | $0 | 7 | 7 |
| Sep 2023 | $1B | $1B | $0 | 5 | 5 |
| Mar 2023 | $1B | $1B | $0 | 5 | 5 |
| Mar 2022 | $1.1B | $1.1B | $0 | 6 | 2 |
| Jun 2021 | $991.6M | $991.6M | $0 | 5 | 3 |
| Feb 2021 | $991.6M | $991.6M | $0 | 5 | 3 |
| Jun 2020 | $780.1M | $780.1M | $0 | 6 | 5 |
| May 2020 | $780.1M | $780.1M | $0 | 6 | 5 |
| Mar 2020 | $780.1M | $780.1M | $0 | 6 | 5 |
| Feb 2019 | $575.8M | $575.8M | $0 | 7 | 5 |
| Mar 2018 | $567.4M | $567.4M | $0 | 7 | 2 |
| Mar 2017 | $457.7M | $457.7M | $0 | 6 | 0 |
| Aug 2016 | $326.1M | $326.1M | $0 | 6 | 0 |
| Mar 2016 | $326.1M | $326.1M | $0 | 6 | 0 |
| Mar 2016 | $326.1M | $326.1M | $0 | 6 | 0 |
| Jan 2016 | $0 | $0 | $0 | 6 | 0 |
| Nov 2015 | $0 | $0 | $0 | 6 | 0 |
| Nov 2015 | $0 | $0 | $0 | 6 | 0 |
| Nov 2015 | $0 | $0 | $0 | 6 | 0 |
DateMar 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees7
Clients7
DateSep 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients5
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees5
Clients5
DateMar 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees6
Clients2
DateJun 2021
Total AUM$991.6M
Discretionary$991.6M
Non-Disc.$0
Employees5
Clients3
DateFeb 2021
Total AUM$991.6M
Discretionary$991.6M
Non-Disc.$0
Employees5
Clients3
DateJun 2020
Total AUM$780.1M
Discretionary$780.1M
Non-Disc.$0
Employees6
Clients5
DateMay 2020
Total AUM$780.1M
Discretionary$780.1M
Non-Disc.$0
Employees6
Clients5
DateMar 2020
Total AUM$780.1M
Discretionary$780.1M
Non-Disc.$0
Employees6
Clients5
DateFeb 2019
Total AUM$575.8M
Discretionary$575.8M
Non-Disc.$0
Employees7
Clients5
DateMar 2018
Total AUM$567.4M
Discretionary$567.4M
Non-Disc.$0
Employees7
Clients2
DateMar 2017
Total AUM$457.7M
Discretionary$457.7M
Non-Disc.$0
Employees6
Clients0
DateAug 2016
Total AUM$326.1M
Discretionary$326.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2016
Total AUM$326.1M
Discretionary$326.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2016
Total AUM$326.1M
Discretionary$326.1M
Non-Disc.$0
Employees6
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0