Peterson Investment Management Inc

EST. AUM
$146,121,289

CONTACTS

CLIENT ACCOUNTS
162

Firm Details

Metro area Seattle
CRD Number 105634
Website
Client types

Overview

Peterson Investment Management Inc. is an SEC-registered investment adviser providing discretionary portfolio management services primarily to individuals and high-net-worth individuals. The firm manages approximately $146.1 million across 162 separately managed client accounts, with client assets maintained through an external custodian. Its ADV reports no pooled investment vehicle assets or private funds.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Peterson Investment Management Inc

Platform Details

Investment Preferences

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Address

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