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PETERSON ROGERS PRIVATE WEALTH, LLC
Tel: 8019929783
5305 S Highland Drive Suite 100
Salt Lake City, Utah 84117
PETERSON ROGERS PRIVATE WEALTH, LLC
PETERSON ROGERS PRIVATE WEALTH, LLC is a Salt Lake City, Utah based financial advisory firm with nearly $160,484,119 in assets under management and provides investment advisory services for 88 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM
Firm CRD#:
324001
SEC#:
801-127132
No. of Clients:
88
Assets under Management
$160,484,119
No. of Advisors:
4
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