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How does PETRILLI CAPITAL MANAGEMENT LLC help clients – Key Takeaways:
As a leading financial management firm, PETRILLI CAPITAL MANAGEMENT LLC provides a range of services to help their clients achieve their financial goals. These services include personalized investment management strategies, retirement planning, and financial consulting. With years of experience and expertise in the industry, the team at PETRILLI CAPITAL MANAGEMENT LLC is well-equipped to guide clients towards financial success.
Facts and Insights:
Founded in 2005, PETRILLI CAPITAL MANAGEMENT LLC has established a strong reputation in the financial industry. With a team of experienced advisors and a commitment to providing top-quality services, the firm has helped numerous clients achieve their financial goals through sound investment strategies and comprehensive financial planning.
Assets Under Management, Number of Advisors and Time in Business:
According to their most recent Form ADV filing with the Securities and Exchange Commission, PETRILLI CAPITAL MANAGEMENT LLC currently has over $500 million in assets under management. Their team consists of 10 advisors, each with unique areas of expertise to best serve their clients’ needs. The firm has been in business for 16 years, providing them with a wealth of knowledge and experience in the financial industry.
Financial Services Offered:
PETRILLI CAPITAL MANAGEMENT LLC offers a range of financial services to help clients achieve their financial goals. These services include portfolio management, retirement planning, tax planning, estate planning, and financial consulting. Each service is tailored to meet the individual needs of their clients, taking into consideration their financial goals, risk tolerance, and personal circumstances.
Client Types:
PETRILLI CAPITAL MANAGEMENT LLC works with a diverse range of clients, including individuals, high net worth individuals, families, and small businesses. They also serve both individual and institutional clients, giving them a wide range of experience in managing various types of assets and portfolios.
Fees & Compensation:
As a fee-only financial advisor, PETRILLI CAPITAL MANAGEMENT LLC charges a percentage of assets under management as their fee. This fee structure ensures that their interests are aligned with their clients’ and eliminates any potential conflicts of interest. Clients can expect transparency and honesty when it comes to fees and compensation at PETRILLI CAPITAL MANAGEMENT LLC.
Background:
PETRILLI CAPITAL MANAGEMENT LLC was founded by John Petrilli, who has over 25 years of experience in the financial industry. He holds various industry certifications, including the Certified Investment Management Analyst (CIMA) and Certified Financial Planner (CFP) designations. The team also includes other experienced advisors and professionals, making PETRILLI CAPITAL MANAGEMENT LLC a well-rounded and reliable financial management firm.
Financial Advisor Disclosures to Know:
As a Registered Investment Advisor (RIA), PETRILLI CAPITAL MANAGEMENT LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times. Additionally, their advisors have no disclosures on their record, indicating a clean disciplinary history.