SANTORI & PETERS
Monroeville, Pennsylvania
SANTORI & PETERS, based out of Monroeville, PA, is a reputable investment advisory firm catering to a diverse clientele. With over 110 individual clients and a remarkable $417,054,000 in assets under management, they have established a strong presence in the financial industry. Operating from two offices, Santori & Peters offers comprehensive investment advisory services to their esteemed clients. Setting themselves apart from the competition, Santori & Peters exclusively manages discretionary assets, providing their clients with the peace of mind that comes with professional expertise. Their compensation structure is designed to...
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Assets Under Mgmt

$417.05M

Investment Professionals

3

Locations

1

% 401K & Individual

5%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other: FINANCIAL CONSULTING
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