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PETERSON INVESTMENT MANAGEMENT INC

· CRD 105634 · IAPD ↗ · 509-991-0894

$146.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — PETERSON INVESTMENT MANAGEMENT INC (location n/a) is newly SEC-registered with $146.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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