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M Tom Peterson

MADDIX HOLDINGS, LLC·LEHI, Utah
Unclaimed Profile
1355 W INNOVATION WAY, LEHI, UT 84043CRD# 1043156Firm CRD# 324001
01

About

M Tom Peterson is a registered financial advisor based in LEHI, Utah, affiliated with MADDIX HOLDINGS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PETERSON ROGERS PRIVATE WEALTH, LLC
PETERSON ROGERS PRIVATE WEALTH, LLC
AUM
$160M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PETERSON ROGERS PRIVATE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1043156
Firm CRD# 324001
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does M Tom Peterson offer?
M Tom Peterson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LEHI, Utah for a consultation.
What are M Tom Peterson's credentials?
M Tom Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is M Tom Peterson located?
M Tom Peterson is based in LEHI, Utah, working with MADDIX HOLDINGS, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.
How does M Tom Peterson charge for services?
M Tom Peterson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MADDIX HOLDINGS, LLC?
MADDIX HOLDINGS, LLC has approximately 4 employees and manages $160M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
SALT LAKE CITY (358)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
Browse by specialty
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