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, individually owned registered investment adviser that registered with the SEC in 2017. The firm serves individuals and families, offering a mix of fee arrangements including a percentage of assets under management, hourly charges, and fixed fees. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm identifies itself as a capital allocator and maintains an affiliation with an insurance company. It does not position itself 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$121M in ETFs
61%
$74M
36%
$47.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON AAA CLO ETF (JAAA) | Janus Henderson | Active | Ultrashort Bond | $14.9M | 294,535 | 12.25% |
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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