Petersen Investments

Finance · Idaho, United States · 11-50 Employees

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Overview

Headquarters

1920 Highland Ave E, Twin Falls, Idaho, ...

Phone Number

(732) 800-0640

Revenue

$10 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
Mar
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Aug
ZI Rank
1
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2
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2

About Petersen Investments

Petersen Investments is a private, family owned, full-service broker-dealer established in 1997. The company is headquartered in New York 's financial district and serves clients worldwide. Our corporate environment fosters a family atmosphere while giving our investment professionals the support they need to think independently. We are proud of a 100% retention rate and our strong compliance expertise. We maintain the highest level of professionalism and utilize all the latest tools to help our client's succeed. Petersen Investments has grown with the belief that a state-of-the-art firm must provide both exceptional results and excellent service. Our investment professionals offer timely, research-based and meaningful advice utilizing a wide array of products and services. Our management team has established a robust internal structure in order to provide clients with personalized service and noteworthy results. Our innovative technology supports our service expectations. We have broaRead more
Petersen Investments's Social MediaPopular SearchesPetersen Investments IncPetersen InvestmentsPetersen Investments LLCPetersen Equipment LLCPetersen Brothers Construction IncSIC Code 62,621NAICS Code 52,523Show more

Petersen Investments Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Petersen Investments

$10M
11-50
Private
<$5M
1997
$58.1M
51-200
Private
<$5M
2010
RC
Roderick ChisholmBranch Director - Vice President
$26.2M
51-200
Private
<$5M
1978
JP
Jordan PowersChief Financial Officer & Cco General Counsel
$19.4M
51-200
Private
<$5M
2003
TP
Troy PearsonDirector, Operations
$8.8M
11-50
Private
<$5M
1996
GC
Ginny ColarussoChief Compliance Officer
<$5M
11-50
Private
-
2020
Roger Leibowitz, Chief Financial Officer & Senior VP at Cabot Lodge Securities
Roger LeibowitzChief Financial Officer & Senior VP
<$5M
11-50
Private
-
2009
LG
Lore GordonManaging Director, Registered Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Petersen Investments is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Petersen Investments is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Petersen Investments.

Petersen Investments financials insights

Gather financial insights about Petersen Investments, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

2021

Debt

$661K

See All Petersen Investments's Financials Insights

Petersen Investments Tech Stack

A closer look at the technologies used by Petersen Investments

Top Finance Companies

Frequently Asked Questions Regarding Petersen Investments

What is Petersen Investments's official website?
Petersen Investments's official website is www.peterseninvestments.com
What is Petersen Investments's Revenue?
Petersen Investments's revenue is $10 Million
What is Petersen Investments's SIC code?
Petersen Investments's SIC: 62,621
What is Petersen Investments's NAICS code?
Petersen Investments's NAICS: 52,523
How many employees does Petersen Investments have?
Petersen Investments has 11-50 employees
What industry does Petersen Investments belong to?
Petersen Investments is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Petersen Investments competition?
Petersen Investments top competitors include: Upstream Investment Partners, Cabot Lodge Securities, RMR Wealth Management, The Jeffrey Matthews Financial Group
What technology does Petersen Investments use?
Some of the popular technologies that Petersen Investments uses are: Google AdSense, DoubleClick, GoDaddy DNS, OpenResty
Who is the CFO of Petersen Investments?
Petersen Investments's CFO is Steve Child
How do I contact Petersen Investments?
Petersen Investments contact info: Phone number: (732) 800-0640 Website: www.peterseninvestments.com
What does Petersen Investments do?

Petersen Investments is a private, family owned, full-service broker-dealer established in 1997. The company is headquartered in New York 's financial district and serves clients worldwide. Our corporate environment fosters a family atmosphere while giving our investment professionals the support they need to think independently. We are proud of a... 100% retention rate and our strong compliance expertise. We maintain the highest level of professionalism and utilize all the latest tools to help our client's succeed. Petersen Investments has grown with the belief that a state-of-the-art firm must provide both exceptional results and excellent service. Our investment professionals offer timely, research-based and meaningful advice utilizing a wide array of products and services. Our management team has established a robust internal structure in order to provide clients with personalized service and noteworthy results. Our innovative technology supports our service expectations. We have broad reaching, long-term relationships with some of the world's largest financial service companies including Pershing who supplies us with financial business solutions and our back office clearing operation. Petersen Investments, Inc. is a member of the Financial Industries Regulatory Agency (FINRA) and the Securities Investor Protection Corporation (SIPC).Read More

What are Petersen Investments social media links?
Petersen Investments Linkedin page Petersen Investments Facebook page
Who invested in Petersen Investments?
Petersen Investments has 2 investors including PPP and PPP.
Is Petersen Investments a public company?
Petersen Investments is private company therefore does not currently have an official ticker symbol
See more information about Petersen Investments

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