Peters Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 327680
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Peters Financial LLC is an independent, privately owned registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It bills clients on a mix of AUM fees, hourly charges and fixed fees, and identifies itself as a capital allocator that can direct client capital to outside managers. Industry connections include relationships with an accountant and an insurance company. The adviser does not position itself as an ESG investor, does not operate as a multi‑state adviser, and is not listed as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Contacts
1 of 1
David Peters
Founder & OwnerCRD 6596242
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations