Petso Financial Consultants LLC is a large advisory firm based in Boise. It manages $575.82 million of regulatory assets for 2,171 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Idaho and Texas.
Petso Financial Consultants provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Petso Financial Consultants LLC is $575.82 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Petso Financial Consultants LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Petso Financial Consultants is individuals with 2,075 clients and $412.81 million of assets under management. Among the 8 most similar advisory firms, Petso Financial Consultants has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $573.71 million for 2,169 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Petso Financial Consultants doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 86 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Petso Financial Consultants LLC performs its advisory services is located at 1405 W Main Street, Boise, ID 83702, 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 208-853-2000 or by fax 208-853-4169. The normal business hours are 7:30 am to 4 pm on Monday - Friday. You can find more information about the New York firm at petsofinancial.com/.