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Petredis Investment Advisors LLC

● SEC registered since 2022CRD 322371SEC# 801-126513Warrendale, PA
Export (members)
Reg. AUM
$1.4B
Employees
9
Accounts
1,499
Location
Warrendale, PA

Petredis Investment Advisors LLC assets under management

Petredis Investment Advisors LLC is a registered investment adviser overseen by the SEC based in Warrendale, PA. The firm has been registered since 2022. It reports $1.4 billion in regulatory assets under management and employs 9 people.

Petredis Investment Advisors LLC owners & executives

5 reported
NameTitleOwnershipSince
Alexandra Dorianne Cameron ControlMember/Principal10-25%2022
Athena Irene Mallios ControlMember/Principal10-25%2022
Charles John Petredis ControlMember/Founding PrinicpalUnder 5%2022
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Frequently asked questions

How much does Petredis Investment Advisors LLC manage?

Petredis Investment Advisors LLC reports $1.4 billion in regulatory assets under management on its Form ADV.

How many employees does Petredis Investment Advisors LLC have?

Petredis Investment Advisors LLC reports 9 employees.

Where is Petredis Investment Advisors LLC located?

Petredis Investment Advisors LLC is based in Warrendale, PA and has been SEC-registered since 2022.

Does Petredis Investment Advisors LLC disclose fund performance?

Petredis Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Pinewood Lane, Suite 307, Warrendale, PA 15086
Phone878-231-4300
Fax878-999-8063
Office hours8:00a.m.-5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1964544
Discloses disciplinary historyNo

Assets under management

Discretionary$1.4B
Non-discretionary$0
Total (RAUM)$1.4B