Petredis Investment Advisors
Firm details
- Headquarters
- Warrendale, Pennsylvania
- CRD number
- 322371
- Registered since
- September 8, 2022
- Website
- www.petredisia.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.61%
- Individuals4.41%
- Pension & Profit Sharing Plans0.8%
- Charitable Organizations0.14%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Petredis Investment Advisors is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements include a percentage-of-AUM schedule alongside hourly and fixed-fee engagements. Petredis does not present itself as a capital allocator; rather, it appears to implement client portfolios primarily through discretionary management and externally managed investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities41%
- Non-Exchange Traded Equities3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Charles Petredis
Principal And Chief Compliance OfficerCRD 6012796
Contacts
3 of 6
Alexandra Cameron
Principal & Financial AdvisorCRD 6378151
Christian Petredis
PrincipalCRD 6071947
Charles Petredis
Founding PrincipalCRD 1112552
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$1.1B in ETFs
94%
$1B
3%
$70.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $127M | 1,372,714 | 11.39% |
Location
Warrendale, PA
Allegheny
Location
Warrendale, PA
Headquartered in Warrendale, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 100 Pinewood Ln
- Time zone
- ET (UTC-5)
- Office locations
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