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Request a Free TrialFirm Details
- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-08-2022
- Office Locations
- 1
Office Locations
About Petredis Investment Advisors
Petredis Investment Advisors is a Warrendale-based RIA. The firm has been operating for 3 years. Managing $1.7B in total assets under management, with 6 advisory representatives. They custody assets with First Clearing and Trade-PMR.
Reported data analysis
What the numbers show
Between October 16, 2025 and March 5, 2026, reported AUM increased 20.1%, from $1.4B to $1.7B.
Across 4 reported observations, AUM increased 91.3% between November 16, 2023 and March 5, 2026, from $881.9M to $1.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 539 clients, or 89.8 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Petredis Investment Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Petredis Investment Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALEXANDRA DORIANNE CAMERON
PRINCIPAL
- CRD
- #6378151
- Ownership
- 10% but less than 25%
ATHENA IRENE MALLIOS
Investment Advisor, PRINCIPAL
- CRD
- #7581797
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
Unlock allContacts
ERIC MATTHEW FENCIL
--
- CRD
- #5770081
ANTHONY JOSEPH PODRASKY
--
- CRD
- #8197273
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,686,982,677 | $1,090,487 |
| Non-Discretionary | $0 | -- |
| Total | $1,686,982,677 | $1,090,487 |
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Separately Managed Accounts
SMA allocation detail is available
Petredis Investment Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Petredis Investment Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.