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Peter Gerhard Klaass

ALLEGIS INVESTMENT ADVISORS, LLC·IDAHO FALLS, Idaho
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2410 EAST 25TH CIRCLE, IDAHO FALLS, ID 83404-7549CRD# 2381681Firm CRD# 157314
01

About

Peter Gerhard Klaass is a registered financial advisor based in IDAHO FALLS, Idaho, affiliated with ALLEGIS INVESTMENT ADVISORS, 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
Nonprofits & Foundations
03

Firm Overview

Firm
ALLEGIS INVESTMENT ADVISORS, LLC
ALLEGIS INVESTMENT ADVISORS, LLC
AUM
$291M
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at ALLEGIS INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: SEMINAR FEES
Regulatory
SEC/IARD CRD# 2381681
Firm CRD# 157314
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Gerhard Klaass offer?
Peter Gerhard Klaass specializes in Financial Planning, Investment Management. Contact their office in IDAHO FALLS, Idaho for a consultation.
What are Peter Gerhard Klaass's credentials?
Peter Gerhard Klaass is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Gerhard Klaass located?
Peter Gerhard Klaass is based in IDAHO FALLS, Idaho, working with ALLEGIS INVESTMENT ADVISORS, LLC. Their office serves clients in the IDAHO FALLS metropolitan area and surrounding communities.
How does Peter Gerhard Klaass charge for services?
Peter Gerhard Klaass's firm is compensated through percentage of aum, hourly charges, other: seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLEGIS INVESTMENT ADVISORS, LLC?
ALLEGIS INVESTMENT ADVISORS, LLC has approximately 48 employees and manages $291M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in IDAHO FALLS
Cameron G High — YELLOWSTONE PARTNERS LLCJeremy Neil Hulet — INTERMOUNTAIN WEALTH MANAGEMENT, INC.Bryce Craig Anderson — INTERMOUNTAIN WEALTH MANAGEMENT, INC.Heath Shayne Bowen — ALLEGIS INVESTMENT ADVISORS, LLCDavid Henry Hansen — YELLOWSTONE PARTNERS LLC
Nearby cities in Idaho
BOISE (123)EAGLE (31)KETCHUM (27)MERIDIAN (16)MOSCOW (10)
City Guides
BOISE GuideEAGLE GuideKETCHUM GuideMERIDIAN GuideMOSCOW Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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