WHITMAN/PETERSON, LLC
Tel: 818-483-1060 3075 Townsgate Road Suite 210 Westlake Village, California 91361
About WHITMAN/PETERSON, LLC
WHITMAN/PETERSON, LLC is a Westlake Village, California based financial advisory firm with nearly $1,701,555,172 in assets under management and provides investment advisory services for 6 clients. There are currently 22 financial advisors at the firm.
General Information
Firm CRD#:
296087
Firm SEC#:
801-119061
Assets Under Management:
$1,701,555,172
No. of Clients:
6
Advisory Services Provided:
Portfolio management for pooled investment vehicles
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