PETRA FINANCIAL ADVISORS INC
Firm details
- Headquarters
- COLORADO SPRINGS, Colorado
- CRD number
- 107196
- Registered since
- June 27, 1991
- Website
- www.petrafinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, SEI INVESTMENTS DISTRIBUTION CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.61%
- Individuals20.89%
- Pension & Profit Sharing Plans1.4%
- Charitable Organizations0.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Petra Financial Advisors Inc is an independent, individually owned advisory firm organized as a corporation and SEC-registered since 1991. The firm focuses on serving individuals and families, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its client billing mixes AUM-based fees with hourly and fixed-fee arrangements. Petra does not identify itself as an active ESG investor and does not operate as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds45%
- Exchange Traded Equities36%
- Cash & Cash Equivalents9%
- State & Local Bonds4%
- Other3%
Owners & executives
1 of 1SHANNON ROSS
Managing Partner and Chief Executive OfficerCRD 7030233
Contacts
3 of 7LISA MALICK
Financial Planner & Investment AdvisorCRD 6015988
Crystal Karstens
ParaplannerCRD 6876013
JONATHAN FORBES
PresidentCRD 6142082
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$113M in ETFs
97%
$110M
2%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN US QUALITY FACTOR ETF (JQUA) | JP Morgan | Passive | Large Blend | $12.1M | 197,028 | 10.71% |
Location
COLORADO SPRINGS, CO
EL PASO
Location
COLORADO SPRINGS, CO
Headquartered in COLORADO SPRINGS, CO, in the West of the United States.
- Region
- West
- County
- EL PASO
- Address
- 2 N Nevada Ave
- Time zone
- MT (UTC-7)
- Office locations
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