PETSO FINANCIAL CONSULTANTS LLC
PETSO FINANCIAL CONSULTANTS LLC of BOISE, ID is an SEC-registered investment adviser (CRD 282032). Regulatory assets under management: $1.2B.
Registration
- CRD: 282032
- SEC file number: 801-106898
- Type: Registered investment adviser
- Location: 1405 W MAIN STREET, BOISE, ID, 83702
- Phone: 208-853-2000
- Latest filing: 2024-03-25
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 7
- Accounts: 3,863
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| PETSO DAVID STANLEY | MEMBER | — |
| STONE JENNIFER LYNN | CHIEF COMPLIANCE OFFICER | — |
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