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| Peterson Investment Management Inc
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|---|---|
| CRD # | 105634 |
| SEC # | 801-136914 |
| CIK # | 0001903905 |
| AUM | 146.1 M (2026-06-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 509-991-0894 |
| Address | |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.7 | ||
| Microsoft Corp | 0.6 | ||
| Deere & Co | 0.3 | ||
| SPDR Gold Trust | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 10.6 |
| (b) Individuals (high net worth individuals) | 42 | 131.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 162 | 146.1 |
| By Discretionary | ||
| Discretionary | 162 | 146.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 162 | 146.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.1 | |
| Total | 162 | 146.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001903905] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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CURA & Senectus Investment AG
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Millennial Wealth Advisors LLC
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|
FC Wealth Inc
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Alpha Capital Advisors Inc
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North Compass Financial Advisors LLC
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|
The Stewardship Center Inc
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|
KI Capital Wealth Management US LLC
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