Peterson Garrett, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281801
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Peterson Garrett, LLC is a California-based limited liability company operating as an independent registered investment adviser focused on individual and family clients. The firm is owner-managed and centers its offering on portfolio management services for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management structure with the ability to assess performance-based fees on qualifying relationships. The firm does not position itself as an ESG investor and does not list pension consulting or multi-state advisory activities among its primary services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents40%
- Exchange Traded Equities35%
- Public Funds/Mutual Funds25%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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