← Directory
PETERSON FINANCIAL SERVICES LLC
CRD 106127File 801-123636
APPROVED
Retail clients
Filing as of Feb 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$124.0M
Bottom 25% of cohort (national)
Discretionary AUM
$123.8M
Non-discretionary $215K
Clients
162
162 accounts
Employees
2
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Apr 7, 2022
- Principal office
- 1726 CLARKSON STREET, DENVER, CO, 80218
- Phone
- 303-831-4800
- Website
- HTTP://WWW.PETERSONFS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $124.0M
- Discretionary AUM
- $123.8M
- Non-discretionary AUM
- $215K
- Discretionary accounts
- 158
- Non-discretionary accounts
- 4
- Total accounts
- 162
- AUM per client
- $766K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $1 |
| High net worth individuals | 26 | $82.7M |
| Pension and profit sharing plans | 4 | $4.9M |
| Individuals (other than high net worth individuals) | 131 | $36.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.