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PETERSON WEALTH SERVICES INC.

Tel: 801-475-4002
1523 East Skyline Drive Suite C
South Ogden, Utah  84405

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PETERSON WEALTH SERVICES INC.

PETERSON WEALTH SERVICES INC. is a South Ogden, Utah based financial advisory firm with nearly $394,014,090 in assets under management and provides investment advisory services for 391 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

288620

SEC#:

801-119303

No. of Clients:

391

Assets under Management

$394,014,090

No. of Advisors:

7

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