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PETREDIS INVESTMENT ADVISORS
PETREDIS INVESTMENT ADVISORS LLC
CRD 322371 · SEC 801-126513
100 PINEWOOD LANE, SUITE 307, WARRENDALE, PA, 15086, United States
Phone
878-231-4300
Fax
878-999-8063
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.69B
Discretionary AUM
$1.69B
Team
10 total employees; 6 advisory reps; 4 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 229 | $74.4M |
| High net worth individuals | 301 | $1.60B |
| Pension/profit sharing plans | 5 | $13.5M |
States served
AZ, CA, CO, GA, KY, LA, MD, MA, NY, NC, OH, PA, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD