PETROS FAMILY WEALTH, LLC - Financial Advisor in Minnesota, Bloomington

Tel: (612) 643-9995 8500 Normandale Lake Blvd Suite 850 Bloomington, Minnesota 55437

About PETROS FAMILY WEALTH, LLC

PETROS FAMILY WEALTH, LLC is a Bloomington, Minnesota based financial advisory firm with nearly $274,482,313 in assets under management and provides investment advisory services for 1356 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

324059

Firm SEC#:

801-126983

Assets Under Management:

$274,482,313

No. of Clients:

1356

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Fixed fees, Other (MONTHLY SUBSCRIPTION TO FINANCIAL PLANNING TOOLS)

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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132824

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$10,917,245,449

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120006

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$3,459,134,754

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146616

801-68902

3283

$1,837,536,390

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106550

801-21522

3901

$1,683,609,117

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165448

801-80058

$1,029,601,713

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669

$839,030,565

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