Peterson Investment Management Inc

Overview

Peterson Investment Management Inc. is an independent, corporation-structured registered investment adviser that serves both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management for individuals and small businesses as well as for businesses or institutional accounts. It is registered with the SEC (registration year listed as 2026) and is organized under individual ownership. The firm does not identify as an ESG-focused manager, is not described as a multi-state adviser, and does not position itself as a pension consultant or a capital allocator. Advisory activity is concentrated on discretionary portfolio management rather than transactional brokerage or outsourced CIO services.

Assets & Accounts

Public Holdings

Investments & Alternatives