Trevor
Klugh
Petso Financial Consultants LLC
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About this Advisor
Trevor Klugh is a financial advisor based in Boise, Idaho, working with Petso Financial Consultants LLC. Trevor has previously held positions at Petso Financial Consultants LLC, Clearwater Analytics, Research And Business Development Center, Gesa Credit Union, Aptive Environmental, Ardent, Whitby Farms, Murifield Village Golf Club, Der Dutchman, Brigham Young University - Idaho, and Jonathan Alder High School. Trevor has passed the Series 65 regulatory exam and is registered to provide services in Idaho. Currently, Trevor is part of Petso Financial Consultants LLC, which operates out of Boise, Idaho. The firm has 7 employees and manages assets totaling $1.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Petso Financial Consultants LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Petso Financial Consultants LLC Brokerage Details
$1,192,508,634
7
3,863
$308,700
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Trevor Klugh Work History
Petso Financial Consultants LLC
Clearwater Analytics
Research And Business Development Center
Gesa Credit Union
Aptive Environmental
Ardent
Whitby Farms
Murifield Village Golf Club
Murifield Village Golf Club
Brigham Young University - Idaho
Murifield Village Golf Club
Der Dutchman
Jonathan Alder High School
Disclosures
Please visit the SEC profile of Trevor Klugh 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 Petso Financial Consultants LLC
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
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