Peterson Garrett, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281801
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Peterson Garrett, LLC is a small, privately held advisory firm organized as an LLC that focuses on serving individual and family clients. Its stated advisory activity centers on portfolio management for individuals and small businesses. The firm charges both a percentage-of-assets-under-management fee and may assess performance-based fees on some arrangements. The adviser characterizes its client relationships as non-discretionary based on reported assets, suggesting clients retain final trading authority while the firm provides advice and portfolio recommendations. Peterson Garrett does not identify as an active ESG investor and is not reported as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents40%
- Exchange Traded Equities35%
- Public Funds/Mutual Funds25%
Contacts
1 of 1
Cyril Peterson
Registered Investment AdvisoryCRD 1999667
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations