Petso Financial Consultants LLC
Petso Financial Consultants LLC (CRD# 282032) is a financial advisory firm headquartered in Boise, ID. They manage $1,001,733,985 in 3,462 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management1,002MILLION
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Total Number of Accounts3,462ACCOUNTS
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Average Account Value$289,351
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, ID, MT, NC, NE, NV, NY, OR, TX, UT, WA
Thomas Brown (CRD# 1998815) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has over 18 years of experience in the finance industry.
David Petso (CRD# 1215887) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has over 37 years of experience in the finance industry.
Richard Petso (CRD# 865454) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has over 43 years of experience in the finance industry.
Jennifer Stone (CRD# 4429530) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has over 22 years of experience in the finance industry.
Michael Jillson (CRD# 6372624) is an Investment Advisor Representative working at Petso Financial Consultants LLC in Boise, ID and has over 8 years of experience in the finance industry.