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Eric Matthew Fencil

Petredis Investment Advisors

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About Eric Matthew Fencil

Eric Fencil is a Chartered Financial Analyst who is currently registered as an Investment Advisor Representative with Petredis Investment Advisors in Pennsylvania and Texas. Eric has over 18 years of experience in the financial services industry. Eric is a Professor at La Roche University where he teaches Accounting classes. He is also a member of the CFA Society where he is the co-President of the Board of Directors. Eric specializes in providing financial planning services, pension consulting, and portfolio management for individuals and businesses. Eric's firm, Petredis Investment Advisors, is a registered investment advisor with the SEC and is based in Warrendale, Pennsylvania. The firm manages approximately $1 billion to $10 billion in assets for individuals, families, and businesses. The firm provides a variety of advisory services, including financial planning, pension consulting, and portfolio management. The firm's client base includes individuals, families, businesses, charitable organizations, and pension and profit-sharing plans.

Firm Information

Eric Fencil is currently registered with Petredis Investment Advisors. Petredis Investment Advisors is a registered investment advisor based in Warrendale, PA. The firm manages approximately $1 billion - $10 billion in assets for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. They provide financial planning, portfolio management for individuals and businesses, and pension consulting services. Petredis Investment Advisors also participates in wrap fee programs.
Petredis Investment Advisors

100 PINEWOOD LANE

WARRENDALE, PA 15086

$1.11B

Assets Under Management

4

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Fencil’s Registration & Firm History

PA

08/21/2024 - Present

Petredis Investment Advisors (WARRENDALE PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eric Matthew Fencil.
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