Peterson Partners (CRD# 159450) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $840,668,231 in 13 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management841MILLION
Total Number of Accounts13ACCOUNTS
Average Account Value$64,666,787
- 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)