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PETERSON PARTNERS

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

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PETERSON PARTNERS

PETERSON PARTNERS is a Salt Lake City, Utah based financial advisory firm with nearly $2,126,417,239 in assets under management and provides investment advisory services for 31 clients. There are currently 39 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

Firm CRD#:

159450

SEC#:

801-74139

No. of Clients:

31

Assets under Management

$2,126,417,239

No. of Advisors:

39

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