firm profile
Peterson Partners
Overview
Peterson Partners is an SEC registered investment adviser based in Salt Lake City, UT, registered since 2012. It reports $2.6B in assets under management across 29 accounts, with 24 employees.
- Reported AUM
- $2.6B
- Discretionary
- 100%
- Accounts
- 29
- Average account
- $90.7M
- Employees
- 24
- Registered since
- 2012
- Jurisdictions
- 2
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Client types
- Fee structure
- Fixed Fees, Percentage of Assets and Performance-Based Fees
Executive officers 2 of 2
- Clinton Randall Peterson Chief Executive Officer, President, Managing Director CRD 6317921
- Eric David Noble Chief Financial Officer, Chief Compliance Officer CRD 6428293
Location
- Headquarters
- 2755 E Cottonwood Pkwy Ste 400
Salt Lake City, UT 84121 - County
- Salt Lake
- Metro area
- Salt Lake City, UT
- Region
- West
Registrations
- SEC registered
- Registered in 2 jurisdictions
- Website: podcasts.apple.com/us/podcast/running-stuff-a-peterson-partners-podcast/id1551503148
Every state, with registration dates
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