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WHITMAN/PETERSON, LLC

Tel: 818-483-1060
3075 Townsgate Road
Suite 210
Westlake Village, California  91361

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WHITMAN/PETERSON, LLC

WHITMAN/PETERSON, LLC is a Westlake Village, California based financial advisory firm with nearly $1,701,555,172 in assets under management and provides investment advisory services for 6 clients. There are currently 22 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

296087

SEC#:

801-119061

No. of Clients:

6

Assets under Management

$1,701,555,172

No. of Advisors:

22

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