Petredis Investment Advisors LLC

EST. AUM
$1,686,982,677

CONTACTS

CLIENT ACCOUNTS
1,547

Firm Details

Metro area Pittsburgh
CRD Number 322371
Website petredisia.com
Client types

Overview

Petredis Investment Advisors LLC is a SEC-registered, fee-only investment advisory firm headquartered in Warrendale, Pennsylvania. Founded by Charlie Petredis and his four children, the firm provides strategic financial planning, discretionary portfolio management, and fiduciary wealth advisory services for multigenerational families and high-net-worth clients nationwide.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Petredis Investment Advisors LLC

Platform Details

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