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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- EmberOptima eagle +more
- Established Date
- 09-19-2023
- Office Locations
- 1
Office Locations
About Peters Financial LLC
Peters Financial LLC provides financial planning and investment advisory for small businesses, entrepreneurs, and young families, including comprehensive plans, retirement planning, estate and wills planning, brokerage services, and insurance/long-term care planning. Client assets can be held at Charles Schwab. Founder David Peters is featured on multiple news channels, appears on high-profile podcasts, and travels nationally to teach industry professionals; tax services are offered via a separately operated affiliated firm.
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Owner & Executives
DAVID Randall PETERS
Chief Compliance Officer, Owner
- CRD
- #6596242
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,138,612 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,138,612 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,138,612
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,134,841,143 | 46.4% |
| Equity - Exchange | $716,613,049 | 29.3% |
| Cash | $594,324,133 | 24.3% |
| Total | $2,445,778,325 | 100.0% |