Peterson Partners
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Learn more about Peterson Partners
Overview
Peterson Partners operates as an advisory company headquartered in Salt Lake City, Utah. Peterson Partners administers $2.1 billion in assets throughout 27 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management (AUM). Peterson Partners has a small team, including 32 financial advisors. Peterson Partners does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments like options, bonds and stocks.
Peterson Partners manages all of its client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell choices for the client's account without needing to seek client permission. The company's typical account size is $76.2 million. The average advisor at Peterson Partners oversees fewer than one client account, placing it among the most individualized financial advisor firms in the country.
Peterson Partners's main office is located at 2755 E. Cottonwood Parkway, Salt Lake City, Utah 84121. The company is legally allowed to serve customers throughout a few states, including California and Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Peterson Partners by the Numbers
$2.1 billion
38
27
$76.2 million
Fee Structure
Financial management fees usually vary depending on the type of services offered. Fee types billed by the company can be comprised of the following fee types: asset-based, fixed or performance-based. The company does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm works with pooled investment vehicles. Out of its 27 accounts, Peterson Partners's largest client by number of accounts is pooled investment vehicles. None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Peterson Partners does not have any disclosures.
Please visit its Form ADV for more details.
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