Peddock Capital Advisors, LLC

EST. AUM
$836,154,847

CONTACTS
1

CLIENT ACCOUNTS
500

Firm Details

Metro area Boston
CRD Number 148216
Website peddock.com
Client types

Overview

The company is a registered investment advisory firm offering investment, wealth management, and financial planning services to a diverse range of high-net-worth clients, including families, business owners, young professionals, and individuals. The firm emphasizes a personalized, one-on-one experience and a high level of commitment from its team. It values transparency and accessibility, ensuring that clients receive responsive, attentive service from the first meeting and throughout the partnership.

Platform Details

Investment Preferences

Alternative Activity