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PETERSEN & RAMISTELLA, INC.
MONTEREY, CA
831-372-3426
SEC #801-61641Total AUM
$129M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2340 GARDEN RD.
SUITE 202
MONTEREY
CA 93940
United States
SUITE 202
MONTEREY
CA 93940
United States
Operating Hours
9:00AM- 4:00PM
Monday - Friday
Monday - Friday
Phone
831-372-3426
Financials
Total AUM
$129M
Accounts
188Discretionary
$0
Accounts
0Non-Discretionary
$129M
Accounts
188
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.