Petersen Advisors

Q: What is Petersen Advisors's official website?

Petersen Advisors's official website is www.petersenllc.com

Q: What is Petersen Advisors's Revenue?

Petersen Advisors's revenue is <$5 Million

Q: What is Petersen Advisors's SIC code?

Petersen Advisors's SIC: 62,628

Q: What is Petersen Advisors's NAICS code?

Petersen Advisors's NAICS: 52,523

Q: How many employees does Petersen Advisors have?

Petersen Advisors has 1-10 employees

Q: What industry does Petersen Advisors belong to?

Petersen Advisors is in the industry of: Finance , Securities Trading

Q: What is Petersen Advisors competition?

Petersen Advisors top competitors include: Sunrise Wealth Partners , Progressive Financial Concepts , JFC Financial Services , Fratarcangeli Wealth Management

Q: What technology does Petersen Advisors use?

Some of the popular technologies that Petersen Advisors uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Tag Manager

Q: How do I contact Petersen Advisors?

Petersen Advisors contact info: Phone number: (800) 357-3260 Website: www.petersenllc.com

Q: What does Petersen Advisors do?

Little Silver Wealth Management provides comprehensive financial services including wealth management, financial planning, estate planning, and investment management. They cater to clients in Little Silver, Dedham, Wayne NJ, and surrounding areas, offering tailored strategies to meet individual financial needs. The firm emphasizes a holistic approa... ch, focusing on understanding clients' unique financial situations and goals. Their mission is to support clients through various life stages with custom financial plans. Read More

Finance · New Jersey, United States · 1-10 Employees

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Overview

Headquarters

1959 Highway 34, Wall Township, New Jers...

Phone Number

(800) 357-3260

Website

www.petersenllc.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Petersen Advisors

Little Silver Wealth Management provides comprehensive financial services including wealth management, financial planning, estate planning, and investment management. They cater to clients in Little Silver, Dedham, Wayne NJ, and surrounding areas, offering tailored strategies to meet individual financial needs. The firm emphasizes a holistic approach, focusing on understanding clients' unique financial situations and goals. Their mission is to support clients through various life stages with custom financial plans.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Petersen Advisors Org Chart

Phone

Kevin Curry

Managing Director

Phone

Senior VP, Investments

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Petersen Advisors

<$5M

1-10

Private

2010

Kevin CurryManaging Director

Progressive Financial Con...

<$5M

11-50

Private

1979

Kody BudingerExecutive Associate

JFC Financial Services

<$5M

11-50

Private

<$5M

Janice ZachManager, Business

Sunrise Wealth Partners

<$5M

11-50

Private

2014

Meredith HazenFinancial Advisor

Fratarcangeli Wealth Mana...

<$5M

11-50

Private

2014

Cynthia MulonasChief Operating Officer

Symbio Financial Partners

<$5M

1-10

Private

2010

Blake DorvillierWealth Advisor

Edge Investment Solutions

<$5M

1-10

Private

Suzanne RasdalDirector, Client Support

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Petersen Advisors Tech Stack

A closer look at the technologies used by Petersen Advisors

Cloudflare Website Optimization

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Frequently Asked Questions Regarding Petersen Advisors

What is Petersen Advisors's official website?

Petersen Advisors's official website is www.petersenllc.com

What is Petersen Advisors's Revenue?

Petersen Advisors's revenue is <$5 Million

What is Petersen Advisors's SIC code?

Petersen Advisors's SIC: 62,628

What is Petersen Advisors's NAICS code?

Petersen Advisors's NAICS: 52,523

How many employees does Petersen Advisors have?

Petersen Advisors has 1-10 employees

What industry does Petersen Advisors belong to?

Petersen Advisors is in the industry of: Finance, Securities Trading

What is Petersen Advisors competition?

Petersen Advisors top competitors include: Sunrise Wealth Partners, Progressive Financial Concepts, JFC Financial Services, Fratarcangeli Wealth Management

What technology does Petersen Advisors use?

Some of the popular technologies that Petersen Advisors uses are: Cloudflare Website Optimization, Smarsh, Datadog, Google Tag Manager

How do I contact Petersen Advisors?

Petersen Advisors contact info: Phone number: (800) 357-3260 Website: www.petersenllc.com

What does Petersen Advisors do?

What are Petersen Advisors social media links?

Petersen Advisors Linkedin page Petersen Advisors Facebook page

Is Petersen Advisors a public company?

Petersen Advisors is private company therefore does not currently have an official ticker symbol

See more information about Petersen Advisors

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