Peterson Wealth Advisors LLC
Nombre legal: PETERSON WEALTH ADVISORS, LLC
Detalles de contacto completos
Peterson Wealth Advisors LLC
360 WEST 920 NORTH, OREM, UT
801-225-0000
801-226-1489
Otra información
Peterson Wealth Advisors, LLC es una empresa de responsabilidad limitada registrada en UT establecida en 2008 y actualmente cuenta con 4 empleados, todos desempeñando roles de asesoramiento. Aunque se desconoce el número de clientes atendidos por la empresa, sigue siendo una compañía aprobada por la SEC, según informó el 13 de marzo de 2008.
Wealth Advisor, Orem and the Utah Valley | Peterson Wealth Advisors
801.225.0000 [email protected] Orem, UT 84057 Client Login Schedule a Free Consultation Who We Are Why Us What We Do Work With Us Events BYU Education Week BYU Retirement Course 2023 Upcoming Webinars Learn Blog Webinars The Perennial Income Model™ Qualified Charitable Distributions (QCDs) S…
Propietarios directos
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JEFFREY DEAN LINDSAY
MEMBER posee más del 10% pero menos del 25%
-
SCOTT MARTIN PETERSON
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER posee 75% o más
Empresas ubicadas cerca
Noticias
- Navigating the Waves of Investment: A Strategic Overview of Peterson Wealth Advisors' Q4 2023 vs. Q1 2024 Portfolio Changes
- Peterson Wealth Advisors, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Peterson Wealth Advisors, LLC: A Comprehensive Analysis of Q2 2023 vs. Q3 2023 Fund Holdings
- Peterson Wealth Advisors, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Peterson Wealth Advisors, LLC Q4 2022 vs. Q1 2023: A Comparison of Portfolio Holdings
Top Holdings
- SPDR SERIES TRUST $51,628k
- ISHARES TR MIN VOL EAFE ETF $20,979k
- SPDR SERIES TRUST $11,006k
- SPDR PORTFOLIO SMALL CAP ETF $10,178k
- JP MORGAN EXCHANGE TRADED FD $9,818k
- ISHARES CORE U.S. REIT ETF $7,355k
- ISHARES INC $7,190k
- SPDR SERIES TRUST $6,728k
- ISHARES TR CORE S&P500 ETF $5,873k
- JP MORGAN EXCHANGE TRADED FD $4,270k