Petra Financial Advisors Inc
Legal Name: PETRA FINANCIAL ADVISORS INC
Full Contact Details
Petra Financial Advisors Inc
2 NORTH NEVADA AVE SUITE 1300, COLORADO SPRINGS, CO
719-636-9000
719-636-9151
Other Info
Petra Financial Advisors Inc, legally known as PETRA FINANCIAL ADVISORS INC, is a CO Corporation that has been providing financial advisory services since 1991. With a team of 7 employees, including 2 advisory roles, they cater to 3 clients. The firm's SEC status is listed as Approved, assuring clients they operate under regulatory oversight measures.
Petra Financial Advisors
Petra Financial Advisors helps people in financial transition determine what they want and how to get there. We are a fee-only financial planning and investment management firm based in Colorado Springs, CO. We serve clients across the US.
Direct Owners
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DAVID STEPHEN FORBES
PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER owns 75% or more
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JONATHAN STEPHEN FORBES
CERTIFIED FINANCIAL PLANNER owns more than 10% but less than 25%
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THE MAJ TRUST DATED AUGUST 8, 2008
TRUST owns more than 25% but less than 50%
Indirect Owners
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BILL JACK WALTON
INDIRECT OWNER owns more than 25% but less than 50%
Custodians
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MILLENNIUM TRUST CO.
United States