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PETERSON INVESTMENT MANAGEMENT INC
CRD 105634File 801-136914
APPROVED
Retail clients
Filing as of Aug 26, 2026
Feed vintage Aug 28, 2026
Regulatory AUM
$146.1M
Bottom 25% of cohort (national)
Discretionary AUM
$146.1M
Clients
70
162 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 27, 2026
- Principal office
- Not reported
- Phone
- 509-991-0894
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $146.1M
- Discretionary AUM
- $146.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 162
- Non-discretionary accounts
- 0
- Total accounts
- 162
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.1M |
| High net worth individuals | 42 | $131.5M |
| Individuals (other than high net worth individuals) | 27 | $10.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.