Peterson Flynn & Dinsmore Inc (San Francisco)

Name: Peterson Flynn & Dinsmore Inc
Address: One Market Plaza, San Francisco, CA, 94105
Telephone: 415-777-0344

Peterson Flynn & Dinsmore Inc is a large advisory firm based in San Francisco. It manages $206.92 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Hawaii.

Peterson Flynn & Dinsmore provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Peterson Flynn & Dinsmore: assets under management

The assets under management (AUM) of Peterson Flynn & Dinsmore Inc is $206.92 million. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $197 million in discretionary accounts and $9.91 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.61 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.48 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Peterson Flynn & Dinsmore Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Peterson Flynn & Dinsmore Inc

Donald Treat Dinsmore has been acting as President since 1 Aug 1978. Mason William Ford joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Treat Dinsmore	Chairman	1 Aug 1978	75% - 100%	4344765
Bradford Warren Dinsmore	President	1 Sep 1995	Other	4345768
Yolanda Marie Carbajal	Secretary & treasurer	1 Dec 2000	Other	4345769
Mason William Ford	Vice president	1 Apr 2001	Other	4594685

Based in San Francisco

The principal office where Peterson Flynn & Dinsmore Inc performs its advisory services is located at One Market Plaza, San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-777-0344 or by fax 415-777-9851. The normal business hours are 8am-4:30pm pst on Monday - Friday. You can find more information about the New York firm at www.pfdonline.com.