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Anthony Petsis & Associates
Anthony Petsis & Associates Inc. is a state-registered investment adviser in Newtown, PA. The firm has 4 employees and 4 investment advisers.
Overview
Anthony Petsis & Associates Inc. is a state-registered investment adviser in Newtown, PA. The firm has 4 employees and 4 investment advisers. It is based in Newtown, PA.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Newtown
Corporate office
Newtown, PA, United States
Principals
Anthony Petsis
President
Frequently asked questions
Does the firm make direct private investments or participate in venture capital?
There is no public evidence that Anthony Petsis & Associates engages in direct private equity, venture capital, or fund-of-fund commitments. The practice's investment posture, as reflected in advisor registrations, centers on publicly traded securities and insurance-based products. Allocators seeking co-investment or GP-access opportunities should not expect those capabilities here.
What client profile does the firm typically serve?
Available disclosures suggest the firm serves high-net-worth individuals and families, with an emphasis on retirement-stage planning. The practice's concentration on long-term care insurance, estate preservation, and income-oriented portfolio construction points toward a client base that has already accumulated significant assets and is managing decumulation, not early-stage wealth building.
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