PETREDIS INVESTMENT ADVISORS

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Pennsylvania, United States

Employees

Total Number of Employees	7
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,429	$1.1B
Non-Discretionary	0	$0
Total	1,429	$1.1B

Clients

Type	Number	RAUM
Individuals	242	$77.3M
HNW Individuals	262	$1.0B
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	5	$8.1M
Charitable organizations	5	$3.2M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	<5	$17.1M
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$315,987
Other	0	$0

Type	Number
No. of Non-RAUM Clients	4
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	1.1B

Portfolio Manager to Program	Sponsor
PETREDIS INVESTMENT ADVISORS WRAP FEE PROGRAM	PETREDIS INVESTMENT ADVISORS

Identifiers

SEC RIA File Number	801-126513
SEC ERA File Number	801-126513
SEC CIK Numbers	1964544
SEC CRD Numbers	322371
Legal Entity Identifier	None

Principal Office

100 PINEWOOD LANE
SUITE 307
WARRENDALE
PA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic