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PEDDOCK CAPITAL ADVISORS, LLC

50 Braintree Hill Office Park
Suite 207
Braintree, Massachusetts 02184
Tel: (781) 848-0288

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About PEDDOCK CAPITAL ADVISORS, LLC

PEDDOCK CAPITAL ADVISORS, LLC, formally registered with the SEC as PEDDOCK CAPITAL ADVISORS, LLC. The firm was established in 10/08/2008. They have over 2 offices throughout the country.

PEDDOCK CAPITAL ADVISORS, LLC is a Braintree, Massachusetts based Financial Planning firm with nearly $731,548,995 assets under management, offering retirement planning & investment advisory services to 461 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#148216
SEC#801-69611
Assets Managed by Firm$731,548,995
No. of Clients461
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Other (FAMILY OFFICE SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total461$731,548,995
Individuals (other than high net worth individuals)66$23,213,064
High net worth individuals87$661,692,626
Pension and profit sharing plansFewer than 5 clients$18,108,303
Charitable organizationsFewer than 5 clients$504,484
Corporations or other businessesFewer than 5 clients$28,030,518

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