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Building 2PETTEE INVESTORS INC

Map pinROWAYTON, CT
Phone203 9578880
NotebookSEC #801-34750
Total AUM
$191.9M
Employees
6
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
137 ROWAYTON AVENUE
SUITE 430
ROWAYTON
CT 06853
United States
Operating Hours
9:00A.M. - 5:00 P.M.
Monday - Friday
Phone
203 9578880

ReceiptFinancials

Total AUM
$191.9M
Accounts
64
Discretionary
$191.9M
Accounts
64
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$1.7M
HNW Individual Clients
27
AUM
$176.8M
Charitable Organization Clients
1
AUM
$12.9M
Corporation or Business Clients
1
AUM
$506.8K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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