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Peterson Investment Management Inc

CRD 105634SEC# 801-136914
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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.
View on SEC.gov ↗

Peterson Investment Management Inc owners & executives

1 reported
NameTitleOwnershipSince
Robb M. Peterson ControlPresident, Secretary And Chief Compliance OfficerOver 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 hours8:00a.m. To 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$146.1M
Non-discretionary$0
Total (RAUM)$146.1M