PETERSON PARTNERS
Total AUM
$3B
Employees
36Clients
36Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2755 E. COTTONWOOD PARKWAY
SUITE 400
SALT LAKE CITY
UT 84121
United States
SUITE 400
SALT LAKE CITY
UT 84121
United States
Operating Hours
8:30 AM - 5PM MST
Monday - Friday
Monday - Friday
Phone
801-417-0748
Other Offices
2
Financials
Total AUM
$3B
Accounts
36Discretionary
$3B
Accounts
35Non-Discretionary
$4.3M
Accounts
1
Clients
Pooled Vehicle Clients
36AUM
$3B
Services
Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAUT
Affiliates
Affiliates
Reported 30 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.