Assets Under Management
$387.8M
Number of Clients
359
Number of Advisors
7
Average Client AUM
$1.1M
AUM per Advisor
$55.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Petra Financial Advisors offers personal financial planning and investment management services. They work with clients to identify financial objectives and develop a framework for reaching those objectives, including cash flow management, tax planning, risk management, education funding, retirement planning, and estate planning.
2 North Nevada Ave Suite 1300, Colorado Springs, CO, 80903-1626