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| Santori & Peters Inc
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| |
|---|---|
| CRD # | 105978 |
| SEC # | 801-110482 |
| CIK # | 0001730959 |
| AUM | $330.3 MM (2024-03-28) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 412-373-6904 |
| Address | 3824 Northern Pike Monroeville, PA 15146 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| WAB | 15,282.1 | 93.8 | |
| AME | 25,427.8 | 41.1 | |
| KOP | 485.9 | 2.8 | |
| AAPL | 2,382,844.0 | 2.0 | |
| MSFT | 1,918,222.4 | 1.8 | |
| HD | 277,648.0 | 1.2 | |
| PFE | 284,248.0 | 0.9 | |
| JPM | 340,169.2 | 0.8 | |
| AMGN | 130,083.0 | 0.6 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 39.2 |
| (b) Individuals (high net worth individuals) | 67 | 277.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 9.1 |
| (h) Charitable organizations | 0 | 4.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 741 | 330.3 |
| By Discretionary | ||
| Discretionary | 741 | 330.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 741 | 330.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.3 | |
| Total | 741 | 330.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001730959] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Trueblood Wealth Management LLC
✚
|
OH | 0.3 |
|
Reedmark Advisors LLC
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|
NJ | 0.3 |
|
Camarda Financial Advisors LLC
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|
FL | 0.3 |
|
Spielberger & Brooks Inc
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NY | 0.3 |
|
Yukon Wealth Management Inc
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KS | 0.3 |
|
Petix & Botte Company
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CA | 0.3 |
|
Green Alpha Advisors LLC
✚
|
CO | 0.3 |
|
Womack Wealth Management Inc
✚
|
CA | 0.3 |
|
Giverny Capital Advisors LLC
✚
|
NJ | 0.3 |
|
Kimery Wealth Management LLC
✚
|
TN | 0.3 |