Peddock Capital Advisors, LLC ('Peddock') is a Registered Investment Advisor that provides investment management and comprehensive wealth planning services to investors of all ages, high-net-worth individuals, to families, business owners and executives, as well as clients new to investing.
What's our Interest? Putting Your Interests First! We are a Fiduciary.
Peddock was established in 2008 on four building blocks that still serve as our solid foundation today:
Integrity | Transparency | Accessibility | Results
Our team of highly experienced, multi-generational investment professionals is looking forward to the opportunity of serving you.
At Peddock, we offer a variety of services that, while related to clients' financial objectives, go well beyond the traditional scope of investment advisory services. This is what sets us apart.
In addition, Peddock offers tax preparation, tax planning, as well as estate & retirement planning. We often work directly with our clients' outside professionals such as accountants, insurance consultants and attorneys to ensure a coordinated approach to the goals they have set.
We are committed to being accessible and responsive to clients' needs in a manner that will reinforce confidence and trust. Peddock understands that a comprehensive approach to service is the keystone to our clients' success.
Disclosure: Peddock is located in the Commonwealth of Massachusetts. PCA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Peddock will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy in .pdf format or a printed hardcopy.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 50 Braintree Hill Office Park,
- Phone
- 781.848.0288
- co****@****ock.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- peddock.com
- Keywords
- Personalized Investment Management | Private Investment Analysis |, Retirement Planning | Sophisticated Investment Analysis |, Family Concierge Services | Wealth & Legacy Planning |, Education Financing Advice, Tax Preparation and Planning, Estate Planning and Review, Trusts & Estates.
- HQ
- Braintree, Massachusetts
Peddock Capital Advisors Llc Questions
Peddock Capital Advisors Llc's helpline number is 781.848.0288
Peddock Capital Advisors Llc's website is peddock.com
Peddock Capital Advisors Llc's LinkedIn profile is https://www.linkedin.com/company/peddock-capital-advisors-llc
Peddock Capital Advisors Llc has
8 employees.
View email and phone details for 8
employees at Peddock Capital Advisors Llc.
Peddock Capital Advisors Llc's industry is
Investment Management
Peddock Capital Advisors Llc's top competitors are
Iron Gate Global Advisors,
New World Advisors,
8020 365 Llc,
Off Wall Street,
Polaris Capital Management, Llc,
Wmg Financial Advisors, Llc,
Perch Perspectives,
Silkin Management Group,
Peddock Tax Services Llc,
Incite Media Works.
Peddock Capital Advisors Llc's support email address is connect@peddock.com
Peddock Capital Advisors Llc's categories are Investment Management
Peddock Capital Advisors Llc's founding year is 2008
