Rs Petrell & Associates, LLC
● SEC registered since 2009CRD 143462SEC# 801-70011Dewitt, NY
Reg. AUM
$159.1M
Employees
3
Accounts
446
Location
Dewitt, NY
Rs Petrell & Associates, LLC assets under management
Rs Petrell & Associates, LLC operates as an SEC-registered investment adviser based in Dewitt, NY. The firm has been registered since 2009. It reports $159.1 million in regulatory assets under management and employs 3 people.
Rs Petrell & Associates, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Marybeth Petrell Control | Managing Partner/Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Rs Petrell & Associates, LLC manage?
Rs Petrell & Associates, LLC reports $159.1 million in regulatory assets under management on its Form ADV.
How many employees does Rs Petrell & Associates, LLC have?
Rs Petrell & Associates, LLC reports 3 employees.
Where is Rs Petrell & Associates, LLC located?
Rs Petrell & Associates, LLC is based in Dewitt, NY and has been SEC-registered since 2009.
Does Rs Petrell & Associates, LLC disclose fund performance?
Rs Petrell & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5784 Widewaters Parkway, First Floor, Dewitt, NY 13214 |
| Phone | 315-218-7350 |
| Fax | 315-218-7348 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$159.1M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$159.1Mregulatory AUM
Discretionary $0Non-discretionary $159.1M