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SANTORI & PETERS
SANTORI & PETERS, INC.
CRD 105978 · SEC 801-110482
380 SOUTHPOINTE BLVD., SUITE 130, CANONSBURG, PA, 15317, United States
Phone
412-373-6904
Fax
412-373-6903
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$433.5M
Discretionary AUM
$433.5M
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 128 | $40.4M |
| High net worth individuals | 71 | $385.7M |
States served
NC, OH, PA, TX, FL
All web addresses on file
- https://www.facebook.com/SantoriandPeters/?ref=aymt_homepage_panel&eid=ARB1Cm0BbBn7i766B198ncIT3pqDQXA-sFLFTw0njcopo3lz46KriAQE-
- HTTP://WWW.SANTORIANDPETERS.COM
- https://www.linkedin.com/company/santori-peters-inc/?viewAsMember=true
- https://www.youtube.com/@santoriandpeters
- https://www.instagram.com/santoriandpeters?igsh=MTMyYzNtdHV2ZTdyaQ==
Official SEC filing: View on IAPD