PETREDIS INVESTMENT ADVISORS

100 Pinewood Lane
Suite 307
Warrendale, Pennsylvania 15086
Tel: 878-231-4300

About PETREDIS INVESTMENT ADVISORS

PETREDIS INVESTMENT ADVISORS, formally registered with the SEC as PETREDIS INVESTMENT ADVISORS. The firm was established in 09/08/2022. They have over 1 offices throughout the country.

PETREDIS INVESTMENT ADVISORS is a Warrendale, Pennsylvania based Financial Planning firm with nearly $1,110,831,750 assets under management, offering retirement planning & investment advisory services to 1429 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322371
SEC#	801-126513
Assets Managed by Firm	$1,110,831,750
No. of Clients	1429
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1429	$1,110,831,750
Individuals (other than high net worth individuals)	242	$77,254,029
High net worth individuals	262	$1,004,940,147
Pension and profit sharing plans	5	$8,062,758
Charitable organizations	5	$3,155,601
Corporations or other businesses	Fewer than 5 clients	$315,987

More Retirement Planning firms in Warrendale, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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