Peattie Capital Management

Peattie Capital Management (CRD# 144248) is a financial advisory firm headquartered in Stamford, CT. They manage $16,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $1,066,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at Peattie Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
William A. Peattie
CRD#: 1402357
Stamford, CT
93
Wealthminder
score

William Peattie (CRD# 1402357) is an Investment Advisor Representative working at Peattie Capital Management in Stamford, CT and has over 30 years of experience in the finance industry.

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