Petra Financial Advisors Inc

RIASEC RegisteredEst. 1991
Total AUM
$447M
Discretionary
$447M
100% of AUM
Avg account
$382K
Accounts
1,171
Employees
15
Advisory reps
8

Firm details

Headquarters
Colorado Springs, Colorado
CRD number
107196
Registered since
June 27, 1991
Website
www.petrafinancial.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI77.61%
  • Individuals20.89%
  • Pension & Profit Sharing Plans1.4%
  • Charitable Organizations0.1%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Petra Financial Advisors Inc is an independent, individually owned advisory firm organized as a corporation and SEC-registered since 1991. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its client billing mixes AUM-based fees with hourly and fixed-fee arrangements. Petra does not identify itself as an active ESG investor and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 45%, Exchange Traded Equities 36%, Cash & Cash Equivalents 9%, State & Local Bonds 4%, Other 3%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%45%
  • Public Funds/Mutual Funds45%
  • Exchange Traded Equities36%
  • Cash & Cash Equivalents9%
  • State & Local Bonds4%
  • Other3%

Owners & executives

2 of 2
  • Shannon Ross

    Shannon Ross

    Managing Partner and Chief Executive OfficerCRD 7030233

  • Crystal Karstens

    Crystal Karstens

    Chief Compliance OfficerCRD 6876013

Contacts

3 of 6
  • Lisa Malick

    Lisa Malick

    Financial Planner & Investment AdvisorCRD 6015988

  • Jonathan Forbes

    Jonathan Forbes

    PresidentCRD 6142082

  • Jennifer Hernandez

    Jennifer Hernandez

    Financial PlannerCRD 7296984

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 67

Active vs passive

$113M in ETFs

Passive

97%

$110M

Active

2%

$2.9M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN US QUALITY FACTOR ETF (JQUA)JP MorganPassiveLarge Blend$12.1M197,02810.71%
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Location

Primary office

Colorado Springs, CO

El Paso

Location

Colorado Springs, CO

Headquartered in Colorado Springs, CO, in the West of the United States.

Region
West
County
El Paso
Address
2 N Nevada Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth