PETERSON PARTNERS, LLC
Doing business as PETERSON PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$2,630,444,582
Discretionary
$2,626,146,954
Non-discretionary
$4,297,628
Firm details
- CRD number
- 159450
- SEC file number
- 801-74139
- Main office
- SALT LAKE CITY, UT, United States
- Employees
- 24
- SEC status
- Approved
- Website
- HTTP://WWW.PETERSONPARTNERS.COM
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.