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Home > Retirement Planners > pennsylvania > canonsburg > SANTORI & PETERS
SANTORI & PETERS
380 Southpointe Blvd.
Suite 130
Canonsburg, Pennsylvania 15317
Tel: 412-373-6904
About SANTORI & PETERS
SANTORI & PETERS, formally registered with the SEC as SANTORI & PETERS. The firm was established in 04/28/2017. They have over 2 offices throughout the country.
SANTORI & PETERS is a Canonsburg, Pennsylvania based Financial Planning firm with nearly $330,251,966 assets under management, offering retirement planning & investment advisory services to 741 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105978 |
| SEC# | 801-110482 |
| Assets Managed by Firm | $330,251,966 |
| No. of Clients | 741 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 741 | $330,251,966 |
| Individuals (other than high net worth individuals) | 148 | $39,232,429 |
| High net worth individuals | 67 | $277,882,089 |
| Pension and profit sharing plans | 6 | $9,109,860 |
| Charitable organizations | Fewer than 5 clients | $4,027,566 |
| Corporations or other businesses | Fewer than 5 clients | $22 |
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