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Carl F. Petersen. INC

Carl F. Petersen. INC. CRD 109489

C

CRD: 109489

Carl F. Petersen. INC

Prescott, AZ
6024275631
carlfpetersen.com
$43.0M Total AUM
$43.0M Disc. AUM
-- 3Y CAGR
6 Employees
134 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail and Institutional
Platforms
CapitalUnison vital
Established Date
07-09-1997
Office Locations
3

Office Locations

7270 S. Randys Lane Prescott AZ
-- Glendale AZ
-- Prescott AZ

About Carl F. Petersen. INC

Carl F. Petersen, Inc. is an Arizona-based investment advisory firm serving retail and institutional clients with portfolio construction, asset allocation, and financial planning, including tax, estate, and retirement planning and insurance. The firm runs in-house, custom-built strategies and implements portfolios using ETFs and fixed income, with custody support through Schwab and Interactive Brokers.

Team overview

-- AVG AGE
-- AVG AUM / ADVISOR
$321.3K AVG AUM / CLIENT
19.7 yrs AVG TENURE
6 Employees
0 Advisory Reps
6 RIA Reps
28yrs Firm Age

Insights

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Asset Classes

Timber Vector Legacy meridian Bridge Focus quantum

Custodian

Pioneer legacy Beacon Prime Signal Insight

Investment Themes

Alpha beacon Wave bridge

Investment Vehicles

North focus Bridge signal

Services

Timber Eagle Optima Radial Radial alpha Quantum capital Vital crest Prime quantum Catalyst

Technology

Matrix timber Unison

Owner & Executives

C

CARL F PETERSEN

Investment Advisor, President

CRD
#2974039
Ownership
50% but less than 75%
(543) 208-3213
glacier.radial@momentumcapital.com
in linkedin.com/in/unison-legacy
A

ANNETTE PETERSEN

Investment Advisor, Vice President

CRD
#2864490
Ownership
25% but less than 50%
(510) 590-2484
foundation.fusion@ridgecapital.com
in linkedin.com/in/glacier-delta

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Contacts

N

Nicholas Pierre Petersen

--

CRD
#6581938
(254) 544-1678
radial.quantum@crestcapital.com
in linkedin.com/in/north-pathway
C

CARL FREDERIK PETERSEN JR.

Chief Investment Officer, President

CRD
#5398848
(966) 896-6180
optima.foundation@horizoncapital.com
in linkedin.com/in/legacy-vector
F

Fusion legacy

Vital insight bridge

CRD
#40722
(626) 524-2387
summit.vital@fusioncapital.com
in linkedin.com/in/frontier-element

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $43,050,000 --
Non-Discretionary $0 --
Total $43,050,000 --

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Separately Managed Accounts

Total SMA Asset: $42,500,000

$42.5M Total SMA
Equity - Exchange:
33.4%
Cash:
16.8%
Corporate - Investment Grade:
7.1%
Other:
10.1%
Sovereign Bonds:
7.0%
U.S. Government/Agency:
13.5%
Municipal Bonds:
12.1%
Asset class Assets Assets %
Equity - Exchange $2,999,019,371 33.4%
Cash $1,508,488,785 16.8%
Corporate - Investment Grade $637,516,094 7.1%
Other $906,889,091 10.1%
Sovereign Bonds $628,536,994 7.0%
U.S. Government/Agency $1,212,178,488 13.5%
Municipal Bonds $1,086,471,090 12.1%
Total $8,979,099,913 100.0%

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