Petersen Advisors

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

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Overview

Headquarters

1959 Nj 34, Belmar, New Jersey, 07719, U...

Phone Number

(800) 357-3260

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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Mar
Apr
May
ZI Rank
1
1
1
1
1
1

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
Petersen Advisors's Social MediaPopular SearchesPetersen AdvisorsPeterson Investments LLCPetersen Delivers LLCPetersen Investments, LLCinPetersen's LLCSIC Code 62,628NAICS Code 52,523Show more

Petersen Advisors Org Chart

PhoneEmail
KC
United States flag for contact location.

Managing Director

PhoneEmail
MD
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Senior Vice President

PhoneEmail
JV
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Senior VP, Investments

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Petersen Advisors

<$5M
1-10
Private
-
2010
KC
Kevin CurryManaging Director
<$5M
11-50
Private
-
1979
KB
Kody BudingerExecutive Associate
<$5M
11-50
Private
<$5M
-
SJ
Steph JohnsonManager, Operations & Business
<$5M
11-50
Private
-
2014
MH
Meredith HazenFinancial Advisor
<$5M
11-50
Private
-
2014
CM
Cynthia MulonasChief Operating Officer
<$5M
1-10
Private
-
2010
SM
Shari MillerCo-Owner-LPL Registered Principal and Financial Advisor
<$5M
1-10
Private
-
-
AC
Allikan CookChief Financial Officer & Investment Advisor & Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Petersen Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Petersen Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Petersen Advisors.

Petersen Advisors Tech Stack

A closer look at the technologies used by Petersen Advisors

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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, Google Tag Manager, GoDaddy DNS
How do I contact Petersen Advisors?
Petersen Advisors contact info: Phone number: (800) 357-3260 Website: www.petersenllc.com
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

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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