Petersen Flynn & Dinsmore Inc is a large advisory firm based in Palo Alto. It manages $657.76 million of regulatory assets for 237 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Hawaii, and Texas.
Petersen Flynn & Dinsmore provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. 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 Petersen Flynn & Dinsmore Inc is $657.76 million. The firm's AUM has grown by 222% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Petersen Flynn & Dinsmore Inc for their services and products based on a percentage of assets under management. 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.
Bradford Warren Dinsmore has been acting as President since 1 Sep 1995. Mark Bradford Branson joined the executive team most recently as the Vice President.
The principal office where Petersen Flynn & Dinsmore Inc performs its advisory services is located at 200 Homer Ave., Palo Alto, CA 94301, 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 650-566-9650 or by fax 650-566-9651. The normal business hours are 8am-4:30pm pst on Monday - Friday. You can find more information about the New York firm at pfdonline.com/.