PETERSON INVESTMENT MANAGEMENT INC

SPOKANE, Washington·2 registered advisors·CRD# 105634

SEC# 801-15225509-838-4438

01

Firm Overview

AUM

$53M

Regulatory assets under management

Employees

1

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

03

Specialties

Investment Management Wealth Management Fee-Only Advisory

04

Advisors at PETERSON INVESTMENT MANAGEMENT INC

2 registered advisors

John A. Peterson

SPOKANE, Washington

Robb M. Peterson

SPOKANE, Washington

05

Office Locations

SPOKANE, Washington

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Data sourced from SEC Form ADV filings. PETERSON INVESTMENT MANAGEMENT INC (CRD# 105634) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.