R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

5784 Widewaters Parkway
First Floor
Dewitt, New York 13214
Tel: 315-218-7350

About R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

RS PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS, formally registered with the SEC as RS PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS. The firm was established in 04/01/2009. They have over 1 offices throughout the country.

R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS is a Dewitt, New York based Financial Planning firm with nearly $146,704,435 assets under management, offering retirement planning & investment advisory services to 444 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143462
SEC#	801-70011
Assets Managed by Firm	$146,704,435
No. of Clients	444
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	444	$146,704,435
Individuals (other than high net worth individuals)	142	$17,800,373
High net worth individuals	86	$126,114,987
Pension and profit sharing plans	3	$2,789,075

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