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PETERSEN HASTINGS INVESTMENT MGMT

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served5-3 YoYRank #2028 of mapped providers
Assets under administration$192M0.0%Market share · rank #6316
Fees received$519,194Median $111,643/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Bar chart with market-share annotations.
Customer-base shape
Participant bands, asset bands, top states, top NAICS.

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