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Building 2PETREDIS INVESTMENT ADVISORS

Map pinWARRENDALE, PA
Phone878-231-4300
NotebookSEC #801-126513
Total AUM
$1.7B
Employees
10
Clients
537

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 PINEWOOD LANE
SUITE 307
WARRENDALE
PA 15086
United States
Operating Hours
8:00AM-5:00PM
BY APPOINTMENT
Phone
878-231-4300

ReceiptFinancials

Total AUM
$1.7B
Accounts
1,547
Discretionary
$1.7B
Accounts
1,547
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
229
AUM
$74.4M
HNW Individual Clients
301
AUM
$1.6B
Pension/Profit Sharing Plan Clients
5
AUM
$13.5M
Charitable Organization Clients
1
AUM
$2.3M
Corporation or Business Clients
1
AUM
$757.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAKYLAMAMDNCNYOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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