Peters Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 327680
- Website
- www.davidpetersfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Peters Financial LLC is an independent registered investment adviser organized as a limited liability company. The firm serves individuals and families and positions itself as a small capital allocator and advisor that combines financial planning with portfolio management for individuals and small businesses. Its advisory services include financial planning, discretionary portfolio management and the selection of other advisers. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm lists industry relationships with an accountant and an insurance company, and it does not characterize itself as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations