Judd
Peterson

Miller Howard Investments Inc

CRD#1416493
Investment Advisor
in Kingston, NY

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About this Advisor

Judd Peterson is a financial advisor based in Kingston, New York, working with Miller Howard Investments Inc. Judd has previously held positions at Miller/Howard Investments Inc and Foreside Fund Services, LLC. Judd has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Judd is part of Miller Howard Investments Inc, which operates out of Kingston, New York. The firm has 34 employees and manages assets totaling $3.2 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Miller Howard Investments Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

45 Pine Grove Ave Suite 301
Kingston, NY 12401

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Miller Howard Investments Inc Brokerage Details

Total Assets Under Management

$3,245,010,331

NY Average: $7,464,549,021
Total Number of Employees

34

NY Average: 88
Total Number of Accounts

2,253

NY Average: 3,892
Average Account Size

$1,440,306

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Judd Peterson Work History

2016 - Present (8 years)

Foreside Fund Services, LLC

2011 - Present (13 years)

Miller/Howard Investments Inc

Disclosures

Please visit the SEC profile of Judd Peterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Miller Howard Investments Inc

Michael Mandelos
Kingston, NY
Judd Peterson
Kingston, NY
Stephanie Geller
Boca Raton, FL
Bryan Spratt
Sunbury, OH
Lowell Miller
Woodstock, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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