SANTORI & PETERS, INC.
Legal name: SANTORI & PETERS
CRD #105978 SEC #801-110482 CANONSBURG, PA 412-373-6904
SEC Registered
Total AUM
$389.7M
Discretionary
$389.7M
Employees
5
Clients
101
Accounts
696
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $389.7M | $389.7M | $0 | 5 | 0 |
| Mar 2025 | $389.7M | $389.7M | $0 | 5 | 0 |
| Dec 2024 | $330.3M | $330.3M | $0 | 6 | 0 |
| Sep 2024 | $330.3M | $330.3M | $0 | 6 | 0 |
| Sep 2024 | $330.3M | $330.3M | $0 | 6 | 0 |
| Mar 2024 | $330.3M | $330.3M | $0 | 6 | 0 |
| Mar 2023 | $417.1M | $417.1M | $0 | 5 | 0 |
| Mar 2023 | $417.1M | $417.1M | $0 | 5 | 0 |
| Mar 2022 | $476.4M | $476.4M | $0 | 5 | 0 |
| Jun 2021 | $402.2M | $402.2M | $0 | 5 | 0 |
| Jan 2021 | $402.2M | $402.2M | $0 | 5 | 0 |
| Jun 2020 | $337.1M | $337.1M | $0 | 5 | 0 |
| Mar 2020 | $337.1M | $337.1M | $0 | 5 | 0 |
| Sep 2019 | $289.5M | $289.5M | $0 | 5 | 0 |
| Sep 2019 | $289.5M | $289.5M | $0 | 5 | 0 |
| Aug 2019 | $289.5M | $289.5M | $0 | 5 | 0 |
| Feb 2019 | $289.5M | $289.5M | $0 | 5 | 0 |
| Feb 2018 | $224M | $224M | $0 | 5 | 0 |
| Apr 2017 | $102.2M | $102.2M | $0 | 4 | 200 |
| Apr 2017 | $102.2M | $102.2M | $0 | 4 | 200 |
| Jul 2012 | $71.5M | $71.5M | $0 | 1 | 200 |
| Jun 2012 | $71.5M | $71.5M | $0 | 1 | 200 |
| Jun 2012 | $71.5M | $71.5M | $0 | 1 | 200 |
| Apr 2012 | $71.5M | $71.5M | $0 | 1 | 200 |
| Mar 2012 | $71.5M | $71.5M | $0 | 1 | 200 |
| Feb 2012 | $71.5M | $71.5M | $0 | 1 | 200 |
| May 2010 | $60.5M | $60.5M | $0 | 5 | -- |
| Mar 2010 | $60.5M | $60.5M | $0 | 5 | -- |
| Feb 2009 | $46.7M | $46M | $670K | 5 | -- |
| Mar 2007 | $58.7M | $350K | $58.4M | 5 | -- |
| Feb 2005 | $40.9M | $40.4M | $509.7K | 5 | -- |
| Sep 2004 | $37.1M | $36.2M | $949K | 5 | -- |
| May 2004 | $37.1M | $36.2M | $949K | 5 | -- |
| Oct 2001 | $34.3M | $8M | $26.3M | 5 | -- |
DateJun 2025
Total AUM$389.7M
Discretionary$389.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$389.7M
Discretionary$389.7M
Non-Disc.$0
Employees5
Clients0
DateDec 2024
Total AUM$330.3M
Discretionary$330.3M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$330.3M
Discretionary$330.3M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$330.3M
Discretionary$330.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$330.3M
Discretionary$330.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$417.1M
Discretionary$417.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$417.1M
Discretionary$417.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$476.4M
Discretionary$476.4M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$402.2M
Discretionary$402.2M
Non-Disc.$0
Employees5
Clients0
DateJan 2021
Total AUM$402.2M
Discretionary$402.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$337.1M
Discretionary$337.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$337.1M
Discretionary$337.1M
Non-Disc.$0
Employees5
Clients0
DateSep 2019
Total AUM$289.5M
Discretionary$289.5M
Non-Disc.$0
Employees5
Clients0
DateSep 2019
Total AUM$289.5M
Discretionary$289.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$289.5M
Discretionary$289.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$289.5M
Discretionary$289.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2018
Total AUM$224M
Discretionary$224M
Non-Disc.$0
Employees5
Clients0
DateApr 2017
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees4
Clients200
DateApr 2017
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees4
Clients200
DateJul 2012
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees1
Clients200
DateJun 2012
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$71.5M
Discretionary$71.5M
Non-Disc.$0
Employees1
Clients200
DateMay 2010
Total AUM$60.5M
Discretionary$60.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$60.5M
Discretionary$60.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$46.7M
Discretionary$46M
Non-Disc.$670K
Employees5
Clients--
DateMar 2007
Total AUM$58.7M
Discretionary$350K
Non-Disc.$58.4M
Employees5
Clients--
DateFeb 2005
Total AUM$40.9M
Discretionary$40.4M
Non-Disc.$509.7K
Employees5
Clients--
DateSep 2004
Total AUM$37.1M
Discretionary$36.2M
Non-Disc.$949K
Employees5
Clients--
DateMay 2004
Total AUM$37.1M
Discretionary$36.2M
Non-Disc.$949K
Employees5
Clients--
DateOct 2001
Total AUM$34.3M
Discretionary$8M
Non-Disc.$26.3M
Employees5
Clients--