Petredis Investment Advisors
Warrendale, PA·SEC-registered · CRD #322371
Petredis Investment Advisors is an SEC-registered investment advisory firm in Warrendale, PA managing $1.7B across 1.5k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.7B
Client accounts
1.5k
Advisory staff
6
Fee model
Fee-based
How Petredis Investment Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Petredis Investment Advisors
How much does Petredis Investment Advisors manage?
Per its most recent SEC Form ADV filing (03/05/2026), Petredis Investment Advisors reports $1.7B in regulatory assets under management across roughly 1.5k client accounts.
How does Petredis Investment Advisors charge?
Petredis Investment Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Petredis Investment Advisors a fiduciary?
Yes. Petredis Investment Advisors is registered with the U.S. Securities and Exchange Commission (CRD #322371), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Petredis Investment Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Petredis Investment Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Warrendale, PA
Profile compiled from Petredis Investment Advisors's public SEC Form ADV filing (CRD #322371, filed 03/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Petredis Investment Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Petredis Investment Advisors? Claim this profile.