Anthony Petrilli
Anthony Petrilli is a registered investment advisor at Petrilli Capital Management LLC, based in Portsmouth, NH, with 12 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 25 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Petrilli Capital charges an annual fee based on the value of your investments. The fee is generally 1% but can be as high as 1.5%. Fees may vary for different accounts and clients. The fee is exclusive of brokerage commissions and other expenses. Petrilli Capital may negotiate fees based on factors such as the amount of assets managed.
Location
Portsmouth, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony is the CEO of ViewTrade Holding Corporation and Orbis Systems Inc, dedicating nearly full-time hours to these roles. He also has a minority ownership interest in ViewTrade Holding Corporation, which owns a registered broker-dealer.
Employment History
Current Registrations
Petrilli Capital Management LLC
State Registrations3 states
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