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Building 2PETTIGREW FINANCIAL CORPORATION

Map pin
Phone916-596-9915
NotebookSEC #801-60164
Total AUM
$25.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
916-596-9915

ReceiptFinancials

Total AUM
$25.2M
Accounts
84
Discretionary
$22.9M
Accounts
80
Non-Discretionary
$2.3M
Accounts
4

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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