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How does the advisor help clients – Key Takeaways:

  • PETER PESIC & CO. ADVISORS offers a wide range of financial services to help clients achieve their financial goals.
  • The firm is committed to providing personalized and comprehensive financial planning and investment management services to each individual client.
  • PETER PESIC & CO. ADVISORS’ team of experts use their knowledge and experience to guide clients towards making informed financial decisions.

Facts and Insights:

PETER PESIC & CO. ADVISORS is a well-established financial advisory firm with over 20 years of experience in the industry. The firm has a team of highly qualified and knowledgeable advisors who have a proven track record of success in helping clients achieve their financial goals.

Through their commitment to providing exceptional service and expertise, PETER PESIC & CO. ADVISORS has built a strong reputation for reliable and trustworthy financial advice.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management $500 million*
Number of Advisors 10*
Time in Business 20 years*

*Numbers are publicly available and subject to change

Financial Services Offered:

PETER PESIC & CO. ADVISORS offers a wide range of financial services, including:

  • Comprehensive financial planning
  • Investment management
  • Retirement planning
  • Tax planning
  • Estate planning
  • Education planning

Client Types:

PETER PESIC & CO. ADVISORS works with a diverse range of clients, including:

  • Individuals
  • Families
  • Retirees
  • Business owners
  • Corporate executives
  • Non-profit organizations

Fees & Compensation:

PETER PESIC & CO. ADVISORS follows a fee-only structure, which means they are compensated solely by the fees paid by their clients. This ensures that their advice is objective and in the best interest of their clients.

The firm is transparent about their fees and works with clients to create a customized fee structure that is fair and reasonable.


PETER PESIC & CO. ADVISORS was founded by Peter Pesic, a financial expert with over 30 years of experience in the industry. He has built a team of experienced advisors who share his passion for helping clients achieve financial success.

The firm is dedicated to staying up-to-date on the latest industry trends and investments to provide clients with the most effective strategies for their financial goals.

Financial Advisor Disclosures to Know:

As a financial advisory firm registered with the Securities and Exchange Commission (SEC), PETER PESIC & CO. ADVISORS is held to high standards of transparency and disclosure.

They are required to disclose any potential conflicts of interest, fees and compensation, and any disciplinary actions taken against the firm or its advisors. This information can be found on the SEC’s website or directly from the firm.

Company Information

Main Office

Mail Office

Other Information

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