Pettee Investors Inc.

Pettee Investors Inc. (CRD# 105553) is a financial advisory firm headquartered in Rowayton, CT. They manage $208,676,207 in 70 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    209
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $2,981,089
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.

CT, MI

Financial Advisors at Pettee Investors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Alexander R. Pettee
CRD#: 6573355
137 Rowayton Avenue, Suite 430, Rowayton, CT 06853

Alexander Pettee (CRD# 6573355) is an Investment Advisor Representative working at Pettee Investors Inc. in Rowayton, CT and has over 5 years of experience in the finance industry.

2
Sheila P. Pettee
CRD#: 1303484
137 Rowayton Avenue, Suite 4, Rowayton, CT 06853

Sheila Pettee (CRD# 1303484) is an Investment Advisor Representative working at Pettee Investors Inc. in Rowayton, CT and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.