Advisor at Petrilli Capital Management LLC
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Firm
Petrilli Capital Management LLC
Location
Portsmouth, NH
Credentials
Series 65
Industry experience
12 years
Anthony Petrilli is the principal and sole advisor at Petrilli Capital Management LLC in Portsmouth, NH, holding a Series 65 license with 12 years of industry experience. He has been managing Petrilli Capital since 2013 and concurrently serves as Chief Executive Officer of ViewTrade Holding Corporation and its subsidiary Orbis Systems Inc, which provides technology products and services to financial firms. Anthony holds a minority ownership interest in ViewTrade Holding Corporation. Petrilli Capital Management LLC provides discretionary investment management to individuals, families, business entities, trusts, and retirement plans. The firm offers two strategy-based portfolios—Managed Income and Growth & Income Spectrum—managed on a discretionary and actively traded basis with an emphasis on macro and technical analysis.
Based on Petrilli Capital Management LLC
1.0% to 1.5% annually (negotiable)
Account minimum: $200,000 Fee-only: Annual advisory fee generally 1% of assets under management but can be as high as 1.5%. Fees may be different for different accounts and clients. Fees are negotiable at the Firm's sole discretion.
Portsmouth, NH
New Hampshire · New Jersey · Pennsylvania
Petrilli Capital Management LLC
2013 - Present (13 years)
Orbis Systems Inc
2009 - Present (17 years)
VIEWTRADE HOLDING Corp
2009 - Present (17 years)
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Real estate agent
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Other specialized services
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