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Peterson Investment Management Inc registers with the SEC

New SEC-registered adviser · CRD 105634 · 801-136914 · effective 2026-08-27

Effective 2026-08-27. 2 employees (2 advisory), $146M regulatory AUM across 162 accounts. Notice-filed in CA, ID, WA. Corporation (WA).

No website listed

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance