Carl F. Petersen. Inc.

Carl F. Petersen. Inc. (CRD# 109489) is a financial advisory firm headquartered in Glendale, AZ. They manage $38,600,000 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $321,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Carl F. Petersen. Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.