Peterson Bruce Daniel is a large advisory firm based in Denver. It manages $40 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.
Peterson Bruce Daniel provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Peterson Bruce Daniel is $40 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Peterson Bruce Daniel for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Peterson Bruce Daniel performs its advisory services is located at 1873 S Bellaire Ste 1110, Denver, CO 80222, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number [303]691-5070 or by fax [303]691-5076. The normal business hours are 6:30 a.m. - 3:30 p.m. on Monday - Friday.