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SANTORI & PETERS
CANONSBURG, PA
412-373-6904
SEC #801-110482Total AUM
$433.5M
Employees
5Clients
202Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
380 SOUTHPOINTE BLVD.
SUITE 130
CANONSBURG
PA 15317
United States
SUITE 130
CANONSBURG
PA 15317
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
412-373-6904
Other Offices
1
Financials
Total AUM
$433.5M
Accounts
679Discretionary
$433.5M
Accounts
679Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
128AUM
$40.4M
HNW Individual Clients
71AUM
$385.7M
Pension/Profit Sharing Plan Clients
1AUM
$548.5K
Charitable Organization Clients
1AUM
$6.9M
Corporation or Business Clients
1AUM
$1.4K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Violation Finding
State Registrations
FLNCOHPATX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.