PETTEE INVESTORS INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $191.9M |
| Discretionary | $191.9M100% of AUM |
| Client Accounts | 64 |
| Avg Account Size | $3.0M |
| Employees | 6 |
| Peak AUM | $256.4MMar 2022 |
| AUM CAGR | +3.3% /yrover 25 yrs · 44 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $192M | 9.5% | 5.1% | 1.7% | |
| Discretionary AUM | $192M | ||||
Key Metrics
| Total AUM | $191.9M |
| Discretionary | $191.9M |
| Employees | 6 |
| Client Accounts | 64 |
| Client Range | 0 |
Contact & Location
Address
137 ROWAYTON AVENUE
ROWAYTON CT 06853
Phone
203 9578880
Filing History
44 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$192M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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