SANTORI & PETERS

RIASEC RegisteredEst. 2017
Total AUM
$433M
Discretionary
$433M
100% of AUM
Avg account
$638K
Accounts
679
Employees
5
Advisory reps
4

Firm details

Headquarters
CANONSBURG, Pennsylvania
CRD number
105978
Registered since
April 28, 2017
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI88.97%
  • Individuals9.31%
  • Charitable Organizations1.59%
  • Pension & Profit Sharing Plans0.13%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Santori & Peters is an independent, corporation-structured registered investment adviser that began SEC registration in 2017 and is owned by an individual. The firm positions itself as a capital allocator for individual and family clients, combining fee arrangements tied to assets under management with hourly and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of third-party advisers. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 49%, Public Funds/Mutual Funds 37%, Cash & Cash Equivalents 8%, US Government Bonds 2%, State & Local Bonds 2%, Non-Exchange Traded Equities 1%, Other 1%49%
  • Exchange Traded Equities49%
  • Public Funds/Mutual Funds37%
  • Cash & Cash Equivalents8%
  • US Government Bonds2%
  • State & Local Bonds2%

Contacts

3 of 4
  • CONNIE RAVELLA

    Director of OperationsCRD 7081300

  • Albert Fletcher

    Associate AdvisorCRD 7980584

  • NORMAN SANTORI

    FounderCRD 873209

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 52

Active vs passive

$104M in ETFs

Passive

59%

$61.6M

Active

39%

$42.8M

ETFProviderStyleCategoryValueShares% of portfolio
JANUS HENDERSON AAA CLO ETF (JAAA) Janus HendersonActiveUltrashort Bond$12.4M246,93611.92%

Location

Primary office

CANONSBURG, PA

WASHINGTON

Location

CANONSBURG, PA

Headquartered in CANONSBURG, 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
WASHINGTON
Address
380 Southpointe Blvd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth