Peterson Investment Management Inc.

Peterson Investment Management Inc. (CRD# 105634) is a financial advisory firm headquartered in Spokane, WA. They manage $56,209,661 in 86 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    86
    ACCOUNTS
  • Average Account Value
    $653,601
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Peterson Investment Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robb M. Peterson
CRD#: 1747275
421 W Riverside Ave., Suite 315, Spokane, WA 99201
93
Wealthminder
score

Robb Peterson (CRD# 1747275) is an Investment Advisor Representative working at Peterson Investment Management Inc. in Spokane, WA and has over 29 years of experience in the finance industry.

2
John A. Peterson
CRD#: 4332697
421 W Riverside Ave., Suite 315, Spokane, WA 99201
87
Wealthminder
score

John Peterson (CRD# 4332697) is an Investment Advisor Representative working at Peterson Investment Management Inc. in Spokane, WA and has 1 year of experience in the finance industry.

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