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PETTEE INVESTORS INC

CRD 105553 · SEC 801-34750

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137 ROWAYTON AVENUE, SUITE 430, ROWAYTON, CT, 06853, United States

Phone

203 9578880

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$191.9M

Discretionary AUM

$191.9M

Team

6 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-17

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals27$176.8M

States served

CT

All web addresses on file

Official SEC filing: View on IAPD