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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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