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David Stephen Forbes

PETRA FINANCIAL ADVISORS INC·COLORADO SPRINGS, Colorado
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2 NORTH NEVADA AVE SUITE 1300, COLORADO SPRINGS, CO 80903-1626CRD# 1069819Firm CRD# 107196
01

About

David Stephen Forbes is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with PETRA FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PETRA FINANCIAL ADVISORS INC
PETRA FINANCIAL ADVISORS INC
AUM
$357M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at PETRA FINANCIAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1069819
Firm CRD# 107196
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Stephen Forbes offer?
David Stephen Forbes specializes in Financial Planning, Investment Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.
What are David Stephen Forbes's credentials?
David Stephen Forbes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Stephen Forbes located?
David Stephen Forbes is based in COLORADO SPRINGS, Colorado, working with PETRA FINANCIAL ADVISORS INC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.
How does David Stephen Forbes charge for services?
David Stephen Forbes's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PETRA FINANCIAL ADVISORS INC?
PETRA FINANCIAL ADVISORS INC has approximately 13 employees and manages $357M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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