$124.0M Total AUM
$123.8M Disc. AUM
11.0% 3Y CAGR
2 Employees
324 ADV. Clients
27 yrs Firm Age
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- Custodian
- Nationwide
- Clients
- Retail and Institutional
- Platforms
- Alpha crest
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
1726 Clarkson Street Denver CO
About Peterson Financial Services LLC
Peterson Financial Services LLC provides investment management, financial advisory/planning, and insurance solutions for individuals, trusts, nonprofits, corporate accounts, and retirement plans. The firm’s managed portfolios skew heavily to ETFs with a meaningful allocation to investment-grade corporate bonds. For insurance needs, they operate as non-captive agents rather than tied to a single carrier.
Team overview
59 AVG AGE
$124.0M AVG AUM / ADVISOR
$382.8K AVG AUM / CLIENT
27.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
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Asset Classes
Foundation Peak element
Custodian
Vertex legacy
Investment Themes
Pioneer Momentum signal Oak
Investment Vehicles
Unison Summit
Services
Eagle insight Atlas unison Ember zenith Vector north Wave delta Oak summit Zenith element Delta value Harbor alpha
Technology
Pioneer ember
Owner & Executives
K
KIRK ROBERT PETERSON
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, Owner
- CRD
- #2049329
- Ownership
- 75% or more
(774) 795-3809
eagle.fusion@crestcapital.com
in linkedin.com/in/glacier-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,822,129 | $783,684 |
| Non-Discretionary | $215,242 | $53,811 |
| Total | $124,037,371 | $765,663 |
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Separately Managed Accounts
Total SMA Asset: $124,037,371
Equity - Exchange:
34.8% Corporate - Investment Grade:
29.5% Cash:
35.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $397,173,853 | 34.8% |
| Corporate - Investment Grade | $336,684,731 | 29.5% |
| Cash | $407,445,590 | 35.7% |
| Total | $1,141,304,174 | 100.0% |