PETERSON INVESTMENT MANAGEMENT INC
CRD #105634 SEC #801-15225 SPOKANE, WA 509-838-4438
SEC Registered
Total AUM
$67.6M
Discretionary
$67.6M
Employees
1
Clients
0
Accounts
82
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $53.2M | $53.2M | $0 | 1 | 26 |
| Mar 2012 | $67.6M | $67.6M | $0 | 1 | 26 |
| Jan 2012 | $67.6M | $67.6M | $0 | 1 | 26 |
| Mar 2011 | $62.4M | $62.4M | $0 | 5 | -- |
| Mar 2009 | $65.3M | $65.3M | $0 | 5 | -- |
| Mar 2008 | $84.5M | $84.5M | $0 | 5 | -- |
| Mar 2007 | $78.2M | $78.2M | $0 | 5 | -- |
| Mar 2006 | $60.4M | $60.4M | $0 | 5 | -- |
| Mar 2002 | $69.6M | $69.6M | $0 | 5 | -- |
DateJun 2012
Total AUM$53.2M
Discretionary$53.2M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$67.6M
Discretionary$67.6M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$67.6M
Discretionary$67.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$62.4M
Discretionary$62.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$65.3M
Discretionary$65.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$84.5M
Discretionary$84.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$78.2M
Discretionary$78.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$60.4M
Discretionary$60.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$69.6M
Discretionary$69.6M
Non-Disc.$0
Employees5
Clients--