Petra Financial Advisors, Inc.
Colorado
Registered In
08/12/1993
Incorp. Date
Company Summary
Petra Financial Advisors, Inc. at 2 N Nevada Ave STE 1300, Colorado Springs, Co 80903 lists Jon Forbes of Colorado Springs, CO.
- Registered In
- Colorado
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Corporation
- Status
- Good Standing
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
|
Jon Forbes
Registered Agent
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2 N NEVADA AVE STE 1300, COLORADO SPRINGS, CO 80903
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2 N NEVADA AVE STE 1300, COLORADO SPRINGS, CO 80903
View Map
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Financial Information for Petra Financial Advisors, Inc.
Form 5500
PETRA FINANCIAL ADVISORS, INC.
2 North Nevada Avenue Suite 1300, Colorado Springs, Co 80903 (719) 636-9000 EIN:95-4326389 Plan Admin:Jonathan Forbes| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2022 | Plan NamePETRA FINANCIAL ADVISORS, INC. 401K PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$522,169 / $517,355 | 2022 | PETRA FINANCIAL ADVISORS, INC. 401K PLAN - Plan #002 | 9 / 9 | $522,169 / $517,355 |
| 2021 | Plan NamePETRA FINANCIAL ADVISORS, INC. 401K PLAN Plan #002 Participants BOY/EOY10 / 9 Assets BOY/EOY$670,391 / $522,169 | 2021 | PETRA FINANCIAL ADVISORS, INC. 401K PLAN - Plan #002 | 10 / 9 | $670,391 / $522,169 |
| 2020 | Plan NamePETRA FINANCIAL ADVISORS, INC. 401K PLAN Plan #002 Participants BOY/EOY9 / 10 Assets BOY/EOY$497,878 / $670,391 | 2020 | PETRA FINANCIAL ADVISORS, INC. 401K PLAN - Plan #002 | 9 / 10 | $497,878 / $670,391 |
| 2019 | Plan NamePETRA FINANCIAL ADVISORS, INC. 401K PLAN Plan #002 Participants BOY/EOY9 / 9 Assets BOY/EOY$1,513,675 / $497,878 | 2019 | PETRA FINANCIAL ADVISORS, INC. 401K PLAN - Plan #002 | 9 / 9 | $1,513,675 / $497,878 |
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:
Colorado Secretary of State U.S. Department of Labor
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