Athena Mallios
Petredis Investment Advisors · Warrendale, Pennsylvania
Athena Mallios is a fee-only financial advisor at Petredis Investment Advisors in Warrendale, Pennsylvania, who holds the CFP credential. Petredis Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Petredis Investment Advisors |
|---|---|
| Based in | Warrendale, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.69B across 1,547 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 7581797 |
| Exams passed | Series 65 (2023) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.petredisia.com |
How Athena's firm compares
- Petredis Investment Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,547 accounts).
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Questions about Athena
Is Athena Mallios a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Athena holds no broker registration, and Petredis Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Athena charge for financial advice?
Athena's firm, Petredis Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Athena Mallios based?
Athena Mallios is based in Warrendale, Pennsylvania.
What credentials does Athena Mallios hold?
Athena Mallios holds the CFP credential.
Is Athena Mallios registered with the SEC?
Yes. Athena Mallios is registered as an investment adviser representative in PA and TX (CRD 7581797), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Petredis Investment Advisors manage?
Petredis Investment Advisors reports $1.69B across 1,547 accounts in assets under management.
How do I contact Athena Mallios?
Through Athena's website, www.petredisia.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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