# PETERSON INVESTMENT MANAGEMENT INC

PETERSON INVESTMENT MANAGEMENT INC of SPOKANE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 105634
- Type: SEC-registered investment adviser
- SEC file number: 801-136914
- Location: 421 W RIVERSIDE AVE, STE 315, SPOKANE, WA, 99201-0402
- Phone: 509-991-0894
- Latest filing: 2026-07-08
- Regulatory AUM: $146.1M
- Discretionary AUM: $146.1M
- Clients: 2
- Accounts: 162

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| PETERSON JOHN A | CHAIRMAN; PRESIDENT; PRESIDENT, SECRETARY & TREASURER | — |
| PETERSON ROBB M | PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Robb M. Peterson | PRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105634/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105634/similar
- Related entities: https://search.stillhousedata.com/firm/105634/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105634

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.