50 Braintree Hill Office Park
Suite 207
Braintree, Massachusetts 02184
Tel: (781) 848-0288
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148216 |
| SEC# | 801-69611 |
| Assets Managed by Firm | $731,548,995 |
| No. of Clients | 461 |
| No. of Advisors | 6 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 461 | $731,548,995 |
| Individuals (other than high net worth individuals) | 66 | $23,213,064 |
| High net worth individuals | 87 | $661,692,626 |
| Pension and profit sharing plans | Fewer than 5 clients | $18,108,303 |
| Charitable organizations | Fewer than 5 clients | $504,484 |
| Corporations or other businesses | Fewer than 5 clients | $28,030,518 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
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