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, 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
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 4CONNIE 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 52Active vs passive
$104M in ETFs
59%
$61.6M
39%
$42.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $12.4M | 246,936 | 11.92% |
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
Similar firms
H FINANCIAL MANAGEMENT
RIACANONSBURG, PA
WYZE WEALTH ADVISORS, LLC
RIACANONSBURG, PA
BRAUN-BOSTICH & ASSOCIATES INC.
RIACANONSBURG, PA
GRANT STREET ASSET MANAGEMENT INC
RIACANONSBURG, PA
NETWORTH ADVISORS, LLC
RIACANONSBURG, PA
MAIN ADVISORY, INC.
RIACANONSBURG, PA