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).

By the Numbers
  • Total Assets Under Management
    1,002
    MILLION
  • Total Number of Accounts
    3,462
    ACCOUNTS
  • Average Account Value
    $289,351
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, MT, NC, NE, NV, NY, OR, TX, UT, WA

Financial Advisors at Petso Financial Consultants LLC
Showing 1 - 5 of 5 top financial advisors.
1
Thomas G. Brown
CRD#: 1998815
1405 W Main Street, Boise, ID 83702

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.

2
David S. Petso
CRD#: 1215887
1405 W Main Street, Boise, ID 83702

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.

3
Richard J. Petso
CRD#: 865454
1405 W Main Street, Boise, ID 83702

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.

4
Jennifer L. Stone
CRD#: 4429530
1405 W Main Street, Boise, ID 83702

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.

5
Michael N. Jillson
CRD#: 6372624
1405 W Main Street, Boise, ID 83702

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.

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