100 Pinewood Lane
Petredis Investment Advisors serves for the financial needs and goals of individuals, families, corporations, charitable and non-profit organizations. We manage $881 million1 for over 300 clients across the United States. We serve clients from moderate to ultra-high net worth. Our services include:
1 As of December 7, 2022
2 Petredis Investment Advisors will act solely in our capacity as a registered investment adviser and does not provide any legal, accounting or tax advice. You should seek the counsel of a qualified accountant and/or attorney when necessary. As part of our advisory services, we may assist clients with tax loss harvesting and will work with the client’s tax specialist to answer any questions related to the client’s portfolio. Any incidental tax discussions on topics, such as required minimum distributions, retirement plan contributions, etc. should be verified with your tax advisor.
firstname.lastname@example.org | 878.231.4300