Peterson Investment Management Inc
CRD 105634SEC# 801-136914
No longer SEC-registered. Peterson Investment Management Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$146.1M
Employees
2
Accounts
162
Location
—
Peterson Investment Management Inc assets under management
Peterson Investment Management Inc operates as an SEC-registered investment adviser. It reports $146.1 million in regulatory assets under management and employs 2 people.
Peterson Investment Management Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robb M. Peterson Control | President, Secretary And Chief Compliance Officer | Over 75% | 2011 |
Frequently asked questions
How much does Peterson Investment Management Inc manage?
Peterson Investment Management Inc reports $146.1 million in regulatory assets under management on its Form ADV.
How many employees does Peterson Investment Management Inc have?
Peterson Investment Management Inc reports 2 employees.
Does Peterson Investment Management Inc disclose fund performance?
Peterson Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 8:00a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$146.1Mregulatory AUM
Discretionary $146.1M