Petersen Flynn & Dinsmore Inc (Palo Alto)

Name: Petersen Flynn & Dinsmore Inc
Address: 200 Homer Ave., Palo Alto, CA, 94301
Telephone: 650-566-9650

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.

Petersen Flynn & Dinsmore: assets under management

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 firm manages $654.58 million in discretionary accounts and $3.18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.77 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.18 million.

Fees & Commissions

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.

Careers at Petersen Flynn & Dinsmore Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Treat Dinsmore	Chairman	1 Aug 1978	50% - 75%	4344765
Bradford Warren Dinsmore	President	1 Sep 1995	25% - 50%	4345768
Yolanda Marie Carbajal	Secretary & treasurer	1 Dec 2000	Other	4345769
Mason William Ford	Vice president	1 Apr 2001	25% - 50%	4594685
Julie Ann Bischetsrieder	Chief compliance officer	1 Sep 2004	Other	4863987
Bradford Warren Dinsmore	Chief compliance officer	1 Sep 2005	25% - 50%	4345768
Mark Bradford Branson	Vice president	1 Nov 2009	25% - 50%	4733722

Based in Palo Alto

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/.