PETERSON WEALTH ADVISORS, LLC
Tel: 801-225-0000 360 West 920 North Orem, Utah 84057
About PETERSON WEALTH ADVISORS, LLC
PETERSON WEALTH ADVISORS, LLC is a Orem, Utah based financial advisory firm with nearly $567,431,332 in assets under management and provides investment advisory services for 1588 clients. There are currently 10 financial advisors at the firm.
General Information
Firm CRD#:
146349
Firm SEC#:
801-68917
Assets Under Management:
$567,431,332
No. of Clients:
1588
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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