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PETRA FINANCIAL ADVISORS INC
PETRA FINANCIAL ADVISORS INC
COLORADO SPRINGS, Colorado
·
6 registered advisors
·
CRD# 107196
SEC# 801-39169
2
719-636-9000
01
Firm Overview
AUM
$357M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PETRA FINANCIAL ADVISORS INC
6 registered advisors
Bill Jack Walton
COLORADO SPRINGS, Colorado
CRD# 6132593
Crystal Faith Karstens
COLORADO SPRINGS, Colorado
CRD# 6876013
David Stephen Forbes
COLORADO SPRINGS, Colorado
CRD# 1069819
Jeffrey L Gott
COLORADO SPRINGS, Colorado
CRD# 6614605
Jonathan Stephen Forbes
COLORADO SPRINGS, Colorado
CRD# 6142082
Justin Nicholas Ross
COLORADO SPRINGS, Colorado
CRD# 8004555
05
Office Locations
COLORADO SPRINGS, Colorado
6 advisors
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Data sourced from SEC Form ADV filings. PETRA FINANCIAL ADVISORS INC (CRD# 107196) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.