PETTINGA FINANCIAL ADVISORS, LLC

HTTPS://PETTINGA.COM/ EVANSVILLE, IN Investment Advisor How do I update this listing?

Pettinga Financial Advisors is based out of Evansville. Pettinga Financial Advisors is a large advisory firm with 547 clients and discretionary assets under management (AUM) of $768,737,548 (Form ADV from 2017-09-01). Their last reported 13F filing for Q4 2018 included $152,137,000 in managed 13F securities and a top 10 holdings concentration of 57.78%. Pettinga Financial Advisors's largest holding is iShares Trust Core S&P Small Cap Index Fund with shares held of 189,852. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

PETTINGA FINANCIAL ADVISORS, LLC
519 MAIN STREET, STE 100
EVANSVILLE IN    47708
Country: United States

Business Phone: 812-436-4000
Fax: 812-436-4004
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 44,000,000
Total Number of Clients: 547
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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