PETERSON INVESTMENT MANAGEMENT INC
SEC Form ADV profile.
Total regulatory AUM
$146,121,289
Discretionary
$146,121,289
Non-discretionary
$0
Firm details
- CRD number
- 105634
- SEC file number
- 801-136914
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.