Peterson Investment Management Inc

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Assets, Funds, Holdings

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Peterson Investment Management Inc
CRD #105634
SEC #801-15225
CIK #0001903905
AUM
Employees
Phone509-838-4438
Address315 Paulsen Center
Spokane, WA 99201-0438
Source [IAPD] [EDGAR]
Total AUM ($M)
907254361801999200720152024
Sector Form 13F Holdings Value ($M)
Apple Inc 0.7
Microsoft Corp 0.6
Deere & Co 0.3
SPDR Gold Trust 0.3
 
 
 
 
 
 
 
Holdings by Sector ($M)
13010478522602022202320242025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(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 71 82.1
By Discretionary
Discretionary 71 82.1
Non-Discretionary 0 0.0
Total 71 82.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 82.1
Total 71 82.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001903905]
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