PETREDIS INVESTMENT ADVISORS - Financial Advisor in Pennsylvania, Warrendale

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

About PETREDIS INVESTMENT ADVISORS

PETREDIS INVESTMENT ADVISORS is a Warrendale, Pennsylvania based financial advisory firm with nearly $1,110,831,750 in assets under management and provides investment advisory services for 1429 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

322371

Firm SEC#:

801-126513

Assets Under Management:

$1,110,831,750

No. of Clients:

1429

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Pennsylvania, Warrendale

FirmCRD#:306128

SEC#:801-117641

No. of Advisors:35

No. of Clients:257

AUM:$7,529,716,971

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CS MCKEE

306128

801-117641

257

$7,529,716,971

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