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WHITMAN/PETERSON, LLC
WHITMAN/PETERSON, LLC
WESTLAKE VILLAGE, California
·
6 registered advisors
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CRD# 296087
SEC# 801-119061
0
818-483-1060
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at WHITMAN/PETERSON, LLC
6 registered advisors
Clinton Randall Peterson
WESTLAKE VILLAGE, California
CRD# 6317921
Jason Carter Johnson
WESTLAKE VILLAGE, California
CRD# 5268648
Joel Clinton Peterson
WESTLAKE VILLAGE, California
CRD# 5526837
Nicole Kristen Whitman
WESTLAKE VILLAGE, California
CRD# 7254846
Robert Adams Whitman
WESTLAKE VILLAGE, California
CRD# 6029515
Weston Warner Whitman
WESTLAKE VILLAGE, California
CRD# 6028846
05
Office Locations
WESTLAKE VILLAGE, California
6 advisors
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Data sourced from SEC Form ADV filings. WHITMAN/PETERSON, LLC (CRD# 296087) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.