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Gregory Allen Peterson

Statheros Financial Solutions, Inc.

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About Gregory Allen Peterson

Gregory Peterson is a financial advisor at Statheros Financial Solutions, Inc. Gregory has been in the industry since 2007 and holds a Personal Financial Specialist designation. Gregory is registered with the state of Idaho and specializes in Financial Planning, Portfolio Management for Individuals, and Pension Consulting. Gregory also works as a part-time CPA independent contractor at LALLMAN CPA & ADVISORS in Ketchum, ID.

Firm Information

Gregory Peterson is currently registered with Statheros Financial Solutions, Inc.. Statheros Financial Solutions, Inc. is an investment advisor headquartered in EL DORADO HILLS, CA, with approximately $705,224,308 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other investment advisors.
Statheros Financial Solutions, Inc.

1107 INVESTMENT BLVD., STE. 135

EL DORADO HILLS, CA 95762

$705.22M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Gregory Peterson’s Registration & Firm History

ID

12/06/2019 - Present

Statheros Financial Solutions, Inc. (Hailey ID)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Allen Peterson.
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