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PETERSEN AND HICKS
CRD 124568
1901 S. BASCOM AVE, #1400, CAMPBELL, CA, 95008, United States
Phone
408-369-7390
Fax
408-369-7393
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps; 66 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Partnership
Filing date
2026-02-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Official SEC filing: View on IAPD