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Peattie Capital Management

Headquartered in STAMFORD, CT

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Firm Information

Peattie Capital Management is an investment advisor registered with the SEC that provides portfolio management services to high net worth individuals. The firm manages approximately $37 million in assets for 35 clients. Peattie Capital Management also publishes periodicals.

Peattie Capital Management

$37.00M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

PEATTIE CAPITAL MANAGEMENT has a total of 1 branch locations across the country.

Advisors at Peattie Capital Management

View All 1 Advisors

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Disclosures

There are no public disclosures for Peattie Capital Management.

Frequently Asked Questions (8)

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