Peterson Investment Management Inc
Peterson Investment Management Inc is an SEC-registered ria with $146.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Peterson Investment Management Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105634, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $146.1M (2026-06-29)
- Firm type
- Ria
- Employees
- 2
- Clients
- 70
- CRD
- 105634
- Ownership
- PETERSON, JOHN, A; PETERSON, ROBB, M.; PETERSON, JOHN, A.; PETERSON, ROBB M.
How much AUM does Peterson Investment Management Inc have?
Peterson Investment Management Inc reported $146.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Peterson Investment Management Inc?
Disclosed owners and executives of Peterson Investment Management Inc include PETERSON, JOHN, A, PETERSON, ROBB, M., PETERSON, JOHN, A., PETERSON, ROBB M.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.