Pettigrew Financial Corporation is an adviser based in Ventura. It manages $25.2 million of regulatory assets for 84 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Pettigrew Financial Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pettigrew Financial Corporation is $25.2 million. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pettigrew Financial Corporation for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kathryn Dirickson Moser has been acting as President since 1 May 1993. Sarah Virginia Moser joined the executive team most recently as the Director.
The principal office where Pettigrew Financial Corporation performs its advisory services is located at 310 South Wells Road, Ventura, CA 93004 The mailing address of the firm is P.O. Box 4697, Ventura, CA 93007. An additional office of the firm is in Santa Paula, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 916-596-9915 or by fax 916-583-7566. The normal business hours are by appointment only on Monday - Friday.