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Petros Advisors LLC (Scottsdale)


Petros Advisors LLC is a large advisory firm based in Scottsdale. It manages $205 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona and California.

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Petros Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Petros Advisors: assets under management

The assets under management (AUM) of Petros Advisors LLC is $205 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $205 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $102.5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Petros Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Scottsdale

The principal office where Petros Advisors LLC performs its advisory services is located at 8711 E. Pinnacle Peak Road, Scottsdale, AZ 85255, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-585-5844 or by fax 480-585-5856. The normal business hours are 5 am mt - 4 pm mt on Monday - Friday. You can find more information about the New York firm at www.petroscapital.com.


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