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David Stanley Petso

PETSO FINANCIAL CONSULTANTS LLC·BOISE, Idaho
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1405 W MAIN STREET, BOISE, ID 83702CRD# 1215887Firm CRD# 282032
01

About

David Stanley Petso is a registered financial advisor based in BOISE, Idaho, affiliated with PETSO FINANCIAL CONSULTANTS LLC. 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
PETSO FINANCIAL CONSULTANTS LLC
PETSO FINANCIAL CONSULTANTS LLC
AUM
$1.2B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PETSO FINANCIAL CONSULTANTS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1215887
Firm CRD# 282032
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Stanley Petso offer?
David Stanley Petso specializes in Financial Planning, Investment Management. Contact their office in BOISE, Idaho for a consultation.
What are David Stanley Petso's credentials?
David Stanley Petso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Stanley Petso located?
David Stanley Petso is based in BOISE, Idaho, working with PETSO FINANCIAL CONSULTANTS LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.
How does David Stanley Petso charge for services?
David Stanley Petso'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 PETSO FINANCIAL CONSULTANTS LLC?
PETSO FINANCIAL CONSULTANTS LLC has approximately 7 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jennifer Lynn Stone
BOISE, ID

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