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PETERSON PARTNERS

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

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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 $2,057,792,608 assets under management, offering retirement planning & investment advisory services to 27 clients. The firm is staffed with 38 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#159450
SEC# 801-74139
Assets Managed by Firm $2,057,792,608
No. of Clients 27
No. of Advisors 38

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for pooled Investment

Firm Client Information

No. of ClientsAUM
Firm Total27$2,057,792,608
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