PETERSON FINANCIAL GROUP, INC.

Overview

Peterson Financial Group, Inc. is an independent registered investment adviser operating as a corporation and owned by an individual. The firm acts as a capital allocator for both individuals and families as well as select institutional clients, combining discretionary portfolio management with non-discretionary advisory services and financial planning. Its advisory menu includes portfolio management for individuals and small businesses, selection of other advisers and running educational seminars and workshops — indicating a blend of direct management and outsourced/manager-of-managers activity. Investment posture tilts toward public equities, with a clear preference for exchange-traded instruments. The firm lists equities as its primary asset preference and uses a mix of percentage-of-AUM and fixed-fee billing. Peterson Financial Group is not an active ESG investor and does not position itself as a multi-state adviser or pension consultant.

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Public Holdings

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Location & Offices