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PETTEE INVESTORS INC

ROWAYTON, CT · CRD 105553 · IAPD ↗ · 203 9578880

$191.9MRegulatory AUM
5Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2024 — PETTEE INVESTORS INC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.