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Building 2PEDDOCK CAPITAL ADVISORS, LLC

Map pinBRAINTREE, MA
Phone(781) 848-0288
NotebookSEC #801-69611
Total AUM
$836.2M
Employees
6
Clients
176

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 BRAINTREE HILL OFFICE PARK
SUITE 207
BRAINTREE
MA 02184
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(781) 848-0288
Other Offices
1

ReceiptFinancials

Total AUM
$836.2M
Accounts
500
Discretionary
$801.1M
Accounts
496
Non-Discretionary
$35M
Accounts
4

ContactClients

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Individual Clients
74
AUM
$28.4M
HNW Individual Clients
99
AUM
$742.1M
Pension/Profit Sharing Plan Clients
1
AUM
$27.4M
Charitable Organization Clients
1
AUM
$482.2K
Corporation or Business Clients
1
AUM
$37.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MAMENHNJNVTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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