Peddock Capital Advisors LLC

What's Our Interest? Putting Your Interests First!

General Information
Company Name
Peddock Capital Advisors LLC
Founded Year
2008
Location (Offices)
Braintree, United States +1
Founders / Decision Makers
Number of Employees
8
Industries
Financial Services
Funding Stage
-
Social Media

Peddock Capital Advisors LLC - Company Profile

Peddock Capital Advisors, LLC provides investment management and comprehensive wealth planning services to a wide range of investors, including high-net-worth individuals, families, business owners, executives, and new investors. Founded in 2008, Peddock operates with a focus on integrity, transparency, accessibility, and results, serving as a fiduciary and offering services that extend beyond traditional investment advisory. The company also specializes in tax preparation, tax planning, and estate & retirement planning, working closely with clients' outside professionals to ensure a coordinated approach. Despite being located in the Commonwealth of Massachusetts, Peddock provides individualized and comprehensive services, emphasizing accessibility, responsiveness, and client trust. It is committed to complying with all regulatory requirements and providing disclosure materials, as required by law. The company stands out for its dedication to personalized client support, offering a range of tailored services to meet clients' financial objectives.

Taxonomy: Registered Investment Advisor, Wealth management, Financial planning, Tax planning, Estate planning, Retirement planning, Investment management, Family office services, Trusts & estates, Wealth planning, Tax preparation, Financial advisory, Private investment analysis, Multi-generational expertise, Fiduciary services

Funding Rounds & Investors of Peddock Capital Advisors LLC (0)

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There is no investment information

Latest News of Peddock Capital Advisors LLC

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