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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PETERSON, JOHN, A. | I | CHAIRMAN | NA | |
| PETERSON, JOHN, A. | I | CHAIRMAN | NA | |
| PETERSON, JOHN, A. | I | CHAIRMAN | NA | |
| PETERSON, ROBB, M. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, ROBB, M. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, ROBB, M. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, ROBB, M. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, ROBB, M. | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| PETERSON, JOHN, A | I | PRESIDENT | E | Control |
| PETERSON, JOHN, A | I | PRESIDENT | E | Control |
| PETERSON, JOHN, A | I | PRESIDENT | E | Control |
| PETERSON, JOHN, A | I | PRESIDENT, SECRETARY & TREASURER | E | Control |
| PETERSON, JOHN, A | I | PRESIDENT | E | Control |
| PETERSON, JOHN, A | I | PRESIDENT | E | Control |
| PETERSON, ROBB, M. | I | PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSON, ROBB, M. | I | PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER | E | Control |
| PETERSON, ROBB, M. | I | PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2012 REGISTERED
Notice Filings (2)
CA WA
Address
421 W RIVERSIDE AVE, STE 315SPOKANE, WA 99201-0402
United States
Phone: 509-838-4438