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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| STONE, JENNIFER, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
| PETSO, DAVID, STANLEY | I | MEMBER | E | Control |
Registrations
Federal
IA
Mar 25, 2024 REGISTERED
Notice Filings (15)
AZ CA CO FL ID LA MT NC NE NV NY OR TX UT WA
Address
1405 W MAIN STREETBOISE, ID 83702
United States
Phone: 208-853-2000