Peachcap Tax & Advisory, LLC
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About this Advisor
John Mateyko is a financial advisor who lives in Atlanta, Georgia. Currently an investment advisor at Peachcap Tax & Advisory, LLC, Mateyko has 11 years of experience in the financial advisory industry. Mateyko holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Mateyko is registered to serve customers based out of Georgia and Illinois. Their career trajectory has included roles at World Equity Group, Encore Drop, Chase Investment Services Corp, Fifth Third Securities, Peachcap Tax & Advisory, LLC and Peachcap Securities, Inc. Peachcap Tax & Advisory, LLC is based out of Atlanta, Georgia. Overall, Peachcap Tax & Advisory, LLC oversees $94 million in assets dispersed across 307 client accounts and employs 17 staff members. The firm's total assets under management places it among the smaller investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 32% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Peachcap Tax & Advisory, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Peachcap Tax & Advisory, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
John Mateyko Work History
John has 11 years of experience.
Peachcap Tax & Advisory, LLC
Peachcap Securities, Inc
World Equity Group
Fifth Third Securities
Chase Investment Services Corp
John Mateyko has disclosures.
Please visit their SEC profile for more details.