PETERSON WEALTH SERVICES INC.

SOUTH OGDEN, Utah·1 registered advisor·CRD# 288620
SEC# 801-1193030801-475-4002
01

Firm Overview

AUM
$394M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PETERSON WEALTH SERVICES INC.

1 registered advisor
Billy Cade Peterson
SOUTH OGDEN, Utah
05

Office Locations

SOUTH OGDEN, Utah
1 advisor

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Data sourced from SEC Form ADV filings. PETERSON WEALTH SERVICES INC. (CRD# 288620) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.