PETREDIS INVESTMENT ADVISORS

Petredis Investment Advisors is a family business that predominately serves family clients. Our goal for each family is to plan and build sustainable wealth that pays dividends for generations. We are well positioned to deliver continuity and facilitate intergenerational wealth transfer for our clients because of our team's multi-generational structure... Petredis Investment Advisors serves over 300 families, individuals and institutions with roughly $1.4 billion 1 in assets under management and roughly $99 million 1 in assets under advisement. We believe our high client retention is a result of our clients' confidence in our planning and investing techniques, which have been sculpted over decades of study and experience... At Petredis Investment Advisors, we apply a guiding principle to every decision we make: treat every client how we would want to be treated. We bring this principle to life by delivering a thorough strategic planning and investing experience to each and every..

Primary location: Warrendale United States