CRD: 105634
Peterson Investment Management INC
Spokane, WA
5099910894
$128.1M Total AUM
$128.1M Disc. AUM
-- 3Y CAGR
2 Employees
68 ADV. Clients
36 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-11-1989
- Office Locations
- 2
Office Locations
601 W Main AVE STE 818 Spokane WA
-- Spokane WA
About Peterson Investment Management INC
Peterson Investment Management INC is a Spokane-based RIA with 2 offices. The firm has been operating for 36 years. Managing $128.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$64.0M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
19.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
36yrs Firm Age
Insights
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Investment Themes
Delta
Investment Vehicles
Matrix
Platform
Meridian insight
Services
Frontier
Owner & Executives
R
ROBB M. PETERSON
Chief Compliance Officer, President, Secretary, Vice President
- CRD
- #1747275
- Ownership
- 75% or more
(507) 360-5555
bridge.glacier@unisoncapital.com
in linkedin.com/in/wave-legacy
Showing 1 of 1 owners & executives
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J
JAMES FREDERICK KAREL
Chief Compliance Officer, Investment Advisor, Owner, President
- CRD
- #861100
(970) 221-1264
north.fusion@momentumcapital.com
in linkedin.com/in/unison-catalyst
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,099,391 | $824,365 |
| Non-Discretionary | $0 | -- |
| Total | $128,099,391 | $824,365 |
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Separately Managed Accounts
Total SMA Asset: $128,099,391
Equity - Exchange:
49.0% Cash:
13.7% Municipal Bonds:
37.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,036,974,089 | 49.0% |
| Cash | $1,128,705,000 | 13.7% |
| Municipal Bonds | $3,073,043,542 | 37.3% |
| Total | $8,238,722,631 | 100.0% |