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, SEC‑registered registered investment adviser organized as an LLC and set up in 2022. The firm is individually owned and serves both individuals and families as well as institutional clients. Its advisory suite emphasizes financial planning, discretionary portfolio management for individuals and small businesses, and lists pension consulting among its services. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees. Petredis does not describe itself as an active ESG investor and is not structured as a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Athena Mallios
PrincipalCRD 7581797
Anthony Podrasky
Associate Financial AdvisorCRD 8197273
Eric Fencil
TraderCRD 5770081
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$1.1B in ETFs
94%
$1B
2%
$65.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $121M | 1,371,662 | 10.93% |
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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