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SANTORI & PETERS
3824 Northern Pike
Suite 450
Monroeville, Pennsylvania 15146
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 Monroeville, Pennsylvania based Financial Planning firm with nearly $417,054,484 assets under management, offering retirement planning & investment advisory services to 805 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 105978 |
| SEC# | 801-110482 |
| Assets Managed by Firm | $417,054,484 |
| No. of Clients | 805 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 805 | $417,054,484 |
| Individuals (other than high net worth individuals) | 110 | $19,914,601 |
| High net worth individuals | 94 | $259,952,413 |
| Pension and profit sharing plans | 22 | $135,526,102 |
| Charitable organizations | Fewer than 5 clients | $1,661,368 |
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|---|---|---|---|
| $6,649,219,111,273 | 208 | 675 | |
| $856,992,911,981 | 330 | 586 | |
| $420,303,833,453 | 80 | 101 | |
| $337,512,332,679 | 151 | 201 | |
| $299,191,714,649 | 634470 | 2124 |
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