|
⚲
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| Santori & Peters Inc
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|
|
|---|---|
| CRD # | 105978 |
| SEC # | 801-110482 |
| CIK # | 0001730959 |
| AUM | $433.5 M (2026-03-17) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 412-373-6904 |
| Address | 380 Southpointe Blvd Canonsburg, PA 15317 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Westinghouse Air Brake Technologies Corp | 150.5 | ||
| Ametek INC/ | 52.6 | ||
| Koppers Holdings Inc | 3.1 | ||
| Apple Inc | 2.4 | ||
| Microsoft Corp | 1.4 | ||
| Home Depot Inc | 1.2 | ||
| Pfizer Inc | 1.1 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 40.4 |
| (b) Individuals (high net worth individuals) | 71 | 385.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.5 |
| (h) Charitable organizations | 0 | 6.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 679 | 433.5 |
| By Discretionary | ||
| Discretionary | 679 | 433.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 679 | 433.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 433.5 | |
| Total | 679 | 433.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730959] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Family Capital Management Inc
✚
|
MI | 0.4 |
|
Horrell Capital Management Inc
✚
|
AR | 0.4 |
|
Comprehensive Financial Planning Inc
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|
PA | 0.4 |
|
Sestante Wealth Management LLC
✚
|
CA | 0.4 |
|
Plan A Wealth LLC
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|
NE | 0.4 |
|
Align Financial LLC
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|
MN | 0.4 |
|
Robinswood Financial LLC
✚
|
WA | 0.4 |
|
Lisanti Capital Growth LLC
✚
|
NY | 0.4 |
|
TRED Avon Family Wealth LLC
✚
|
MD | 0.4 |
|
FSB Premier Wealth Management Inc
✚
|
IA | 0.4 |