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Rs Petrell & Associates, LLC

● SEC registered since 2009CRD 143462SEC# 801-70011Dewitt, NY
Export (members)
Reg. AUM
$146.7M
Employees
3
Accounts
444
Location
Dewitt, NY

Rs Petrell & Associates, LLC assets under management

Rs Petrell & Associates, LLC operates as an SEC-registered investment adviser based in Dewitt, NY. The firm has been registered since 2009. It reports $146.7 million in regulatory assets under management and employs 3 people.
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Rs Petrell & Associates, LLC owners & executives

1 reported
NameTitleOwnershipSince
Marybeth Petrell ControlManaging Partner/Chief Compliance OfficerOver 75%2008

Frequently asked questions

How much does Rs Petrell & Associates, LLC manage?

Rs Petrell & Associates, LLC reports $146.7 million in regulatory assets under management on its Form ADV.

How many employees does Rs Petrell & Associates, LLC have?

Rs Petrell & Associates, LLC reports 3 employees.

Where is Rs Petrell & Associates, LLC located?

Rs Petrell & Associates, LLC is based in Dewitt, NY and has been SEC-registered since 2009.

Does Rs Petrell & Associates, LLC disclose fund performance?

Rs Petrell & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5784 Widewaters Parkway, First Floor, Dewitt, NY 13214
Phone315-218-7350
Fax315-218-7348
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary—
Non-discretionary$146.7M
Total (RAUM)$146.7M