Peterson Wealth Services Inc. is a reputable investment advisory firm based out of South Ogden, UT, with two offices strategically located to serve their diverse clientele. With a total of six dedicated professionals, four of whom specialize in providing exceptional investment advisory services, the firm is committed to assisting clients in achieving their financial goals.
On average, each investment advisor at Peterson Wealth Services Inc. manages approximately $77,170,000 in assets, a figure that aligns with industry standards. Their compensation structure is designed to be flexible, incorporating various methods such as a perc...
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Assets Under Mgmt
$308.67M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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