Peterson Flynn & Dinsmore Inc is a large advisory firm based in San Francisco. It manages $206.92 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Hawaii.
Peterson Flynn & Dinsmore provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. 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 Flynn & Dinsmore Inc is $206.92 million. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Peterson Flynn & Dinsmore Inc for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Donald Treat Dinsmore has been acting as President since 1 Aug 1978. Mason William Ford joined the executive team most recently as the Vice President.
The principal office where Peterson Flynn & Dinsmore Inc performs its advisory services is located at One Market Plaza, San Francisco, CA 94105, 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 415-777-0344 or by fax 415-777-9851. The normal business hours are 8am-4:30pm pst on Monday - Friday. You can find more information about the New York firm at www.pfdonline.com.