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Building 2WHITMAN/PETERSON, LLC

Map pinWESTLAKE VILLAGE, CA
Phone818-483-1060
NotebookSEC #801-119061
Total AUM
$2.4B
Employees
26
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3075 TOWNSGATE ROAD
SUITE 210
WESTLAKE VILLAGE
CA 91361
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
818-483-1060

ReceiptFinancials

Total AUM
$2.4B
Accounts
6
Discretionary
$2.4B
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$2.4B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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