About PETRIE CAPITAL MANAGEMENT LLC
Petrie Capital Management LLC is a leading financial management firm that has been in business for over 20 years. With a team of experienced and dedicated advisors, Petrie Capital Management LLC provides comprehensive financial services to individuals and businesses.
How Does the Advisor Help Clients – Key Takeaways:
– Petrie Capital Management LLC offers personalized and customized financial solutions for each client’s unique needs and goals.
– The firm’s team of advisors use their expertise in wealth management, investment strategies, and risk management to help clients achieve their financial objectives.
– Petrie Capital Management LLC keeps their clients informed and educated about market trends and developments, empowering them to make wise financial decisions.
– The firm’s advisors work closely with clients to create and maintain a long-term financial plan that evolves as their needs and circumstances change.
Facts and Insights:
Petrie Capital Management LLC has been providing top-notch financial services since its establishment in 1998. Over the years, the firm has built a strong reputation for its integrity and commitment to clients.
The firm manages billions of dollars in assets, with over 50 experienced financial advisors ready to help clients make the most of their investments. Petrie Capital Management LLC takes a long-term approach to investment and focuses on building lasting relationships with clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $4.2 billion |
|---|---|
| Number of Advisors | 50+ |
| Time in Business | 20+ years |
Financial Services Offered:
– Wealth management
– Retirement planning
– Investment management
– Risk management
– Estate planning
– Tax planning and preparation
– Insurance planning
Client Types:
Petrie Capital Management LLC serves a diverse range of clients, including:
– High net worth individuals
– Business owners
– Professionals
– Corporations
– Families
– Trusts and foundations
Fees & Compensation:
Petrie Capital Management LLC operates on a fee-only basis, meaning clients only pay a percentage of their assets under management. This fee structure aligns the firm’s interests with those of its clients, ensuring the advisors always act in their clients’ best interests.
Background:
Founded in 1998, Petrie Capital Management LLC has been providing top-notch financial services to clients for over 20 years. The firm’s team of advisors brings a wealth of knowledge and experience to the table, with backgrounds in finance, accounting, and wealth management.
Petrie Capital Management LLC is led by CEO and Managing Partner, John Petrie, who has over 30 years of experience in the financial industry. With a focus on building long-term relationships with clients, John and his team are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
– Petrie Capital Management LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
– The firm has a fiduciary duty to act in the best interests of its clients.
– Petrie Capital Management LLC may receive compensation from third-party firms for recommending certain products or services to clients.
– The firm has a strict policy against engaging in any conflicts of interest.
In conclusion, Petrie Capital Management LLC is a trusted and reputable financial management firm that is dedicated to helping clients secure their financial future. With a team of experienced advisors, personalized services, and a long-term approach to investment, clients can rely on Petrie Capital Management LLC to guide them towards financial success. Contact the firm today to learn more about their services and how they can help you achieve your financial goals.