PETERSON GARRETT, LLC

PETERSON GARRETT, LLC is an SEC-registered investment adviser (CRD 281801). Regulatory assets under management: $3.0M.

Registration

• CRD: 281801
• Type: Registered investment adviser
• Phone: 310-460-8514
• Latest filing: 2026-05-19
• Regulatory AUM: $3.0M
• Non-discretionary AUM: $3.0M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 281801 on SEC IAPD (source of record)
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