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PETRA FINANCIAL ADVISORS INC

COLORADO SPRINGS, CO · CRD 107196 · IAPD ↗ · 719-636-9000

$447.2MRegulatory AUM
7Advisory reps
15Employees
0Clients
51-100Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2024 — PETRA FINANCIAL ADVISORS INC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — PETRA FINANCIAL ADVISORS INC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.