Peterson Investment Management Inc.
Peterson Investment Management Inc. (CRD# 105634) is a financial advisory firm headquartered in , . They manage $101,390,428 in 141 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Peterson Investment Management Inc.
By the Numbers
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Total Assets Under Management101MILLION
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Total Number of Accounts141ACCOUNTS
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Average Account Value$719,081
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, WA
Financial Advisors at Peterson Investment Management Inc.
No Advisor Found.
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