Gregory
Peterson
Statheros Financial Solutions, Inc
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About this Advisor
Gregory Peterson is a personal financial specialist working in Hailey, Idaho, with a total of 4 years of industry experience. Peterson is an employee of Statheros Financial Solutions, Inc. Their career trajectory has included roles at Pgr Solutions, LLC (Succeeded To Statheros Financial Solutions), Lallman, Feltman, Peterson & Co, P.A and Statheros Financial Solutions, Inc. Peterson is registered to advise clients in Idaho. Statheros Financial Solutions, Inc is a registered investment company operating out of El Dorado Hills, CA. The company has a total of 15 advisors. It handles $578 million in total assets between its 1,223 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 1,223 client accounts, 19% belong to high-net-worth investors who have more than $1 million in investable assets. The company has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees depend on which service is offered. However, fee types charged by Statheros Financial Solutions, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Statheros Financial Solutions, Inc Brokerage Details
$578,058,999
15
1,223
$472,657
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Gregory Peterson Work History
Gregory has been registered as a financial advisor for 4 years.*
Statheros Financial Solutions, Inc
Lallman, Feltman, Peterson & Co, P.A
Pgr Solutions, LLC (Succeeded To Statheros Financial Solutions)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Peterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Statheros Financial Solutions, Inc
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
San Jose, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
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