Pettee Investors Inc

$191.9MAssets under management
as of Mar 2026 · SEC Form ADV
Rowayton, CT
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Tech stack

No one at Pettee Investors Inc has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Pettee Investors Inc's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
J.P. Morgan
Per Form ADV · $74M held · filed Mar 2024
Morgan Stanley
Per Form ADV · $62M held · filed Mar 2024
Schwab
Per Form ADV · $51M held · filed Mar 2024
Merrill
Per Form ADV · $45M held · filed Mar 2024