Santori & Peters
Firm details
- Headquarters
- Canonsburg, Pennsylvania
- CRD number
- 105978
- Registered since
- April 28, 2017
- Website
- santoriandpeters.com
- 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
FINTRXOverview
Santori & Peters is an independent, SEC-registered advisory firm organized as a corporation and founded as an SEC registrant in 2017. The firm serves individual and family clients and positions itself as a capital allocator that combines financial planning with discretionary portfolio management. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm reports an affiliation with the insurance industry and does not identify as an ESG-focused investor.
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
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$117M in ETFs
61%
$71.4M
37%
$45.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $12.5M | 247,139 | 10.64% |
Location
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
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