PETSO FINANCIAL CONSULTANTS LLC

BOISE, Idaho·2 registered advisors·CRD# 282032
SEC# 801-1068980208-853-2000
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at PETSO FINANCIAL CONSULTANTS LLC

2 registered advisors
David Stanley Petso
BOISE, Idaho
Jennifer Lynn Stone
BOISE, Idaho
05

Office Locations

BOISE, Idaho
2 advisors

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Data sourced from SEC Form ADV filings. PETSO FINANCIAL CONSULTANTS LLC (CRD# 282032) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.