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Home > Retirement Planners > connecticut > rowayton > PETTEE INVESTORS INC
PETTEE INVESTORS INC
137 Rowayton Avenue
Suite 430
Rowayton, Connecticut 06853
Tel: 203 9578880
About PETTEE INVESTORS INC
PETTEE INVESTORS INC, formally registered with the SEC as PETTEE INVESTORS INC. The firm was established in 07/06/1989. They have over 1 offices throughout the country.
PETTEE INVESTORS INC is a Rowayton, Connecticut based Financial Planning firm with nearly $211,917,130 assets under management, offering retirement planning & investment advisory services to 71 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105553 |
| SEC# | 801-34750 |
| Assets Managed by Firm | $211,917,130 |
| No. of Clients | 71 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 71 | $211,917,130 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $2,464,863 |
| High net worth individuals | 29 | $197,733,294 |
| Charitable organizations | Fewer than 5 clients | $11,417,967 |
| Corporations or other businesses | Fewer than 5 clients | $301,006 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
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