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Building 2PETERSON PARTNERS

Map pinSALT LAKE CITY, UT
Phone801-417-0748
NotebookSEC #801-74139
Total AUM
$3B
Employees
36
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2755 E. COTTONWOOD PARKWAY
SUITE 400
SALT LAKE CITY
UT 84121
United States
Operating Hours
8:30 AM - 5PM MST
Monday - Friday
Phone
801-417-0748
Other Offices
2

ReceiptFinancials

Total AUM
$3B
Accounts
36
Discretionary
$3B
Accounts
35
Non-Discretionary
$4.3M
Accounts
1

ContactClients

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Pooled Vehicle Clients
36
AUM
$3B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAUT

HandshakeAffiliates

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Affiliates
Reported 30 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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