Peterson Partners (CRD# 159450) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $1,264,113,590 in 15 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1,264MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$84,274,239
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)