PETRA FINANCIAL ADVISORS INC

COLORADO SPRINGS, Colorado·6 registered advisors·CRD# 107196
SEC# 801-391692719-636-9000
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 PlanningInvestment Management
04

Advisors at PETRA FINANCIAL ADVISORS INC

6 registered advisors
Bill Jack Walton
COLORADO SPRINGS, Colorado
Crystal Faith Karstens
COLORADO SPRINGS, Colorado
David Stephen Forbes
COLORADO SPRINGS, Colorado
Jeffrey L Gott
COLORADO SPRINGS, Colorado
Jonathan Stephen Forbes
COLORADO SPRINGS, Colorado
Justin Nicholas Ross
COLORADO SPRINGS, Colorado
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.