SANTORI & PETERS

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Pennsylvania, United States

Employees

Total Number of Employees	6
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	3
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	741	$330.3M
Non-Discretionary	0	$0
Total	741	$330.3M

Clients

Type	Number	RAUM
Individuals	148	$39.2M
HNW Individuals	67	$277.9M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	6	$9.1M
Charitable organizations	<5	$4.0M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$22
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)FINANCIAL CONSULTING
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-110482
SEC ERA File Number	801-110482
SEC CIK Numbers	1730959
SEC CRD Numbers	105978
Legal Entity Identifier	None

Principal Office

3824 NORTHERN PIKE
SUITE 450
MONROEVILLE
PA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic