WHITMAN/PETERSON, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,366,598,704
Discretionary
$2,366,598,704
Non-discretionary
$0
Firm details
- CRD number
- 296087
- SEC file number
- 801-119061
- Main office
- WESTLAKE VILLAGE, CA, United States
- Employees
- 26
- SEC status
- Approved
- Website
- http://whitmanpeterson.com/
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.