PETERSON PARTNERS

2755 E. Cottonwood Parkway
Suite 400
Salt Lake City, Utah 84121
Tel: 801-417-0748

About PETERSON PARTNERS

PETERSON PARTNERS, formally registered with the SEC as PETERSON PARTNERS. The firm was established in 03/30/2012. They have over 2 offices throughout the country.

PETERSON PARTNERS is a Salt Lake City, Utah based Financial Planning firm with nearly $2,126,417,239 assets under management, offering retirement planning & investment advisory services to 31 clients. The firm is staffed with 39 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159450
SEC#	801-74139
Assets Managed by Firm	$2,126,417,239
No. of Clients	31
No. of Advisors	39

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	31	$2,126,417,239

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