P2 CORPORATE FINANCE, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
313187
Registered since
August 20, 2021

Firm profile

FINTRX

Overview

P2 Corporate Finance, LLC is organized as a limited liability company and is registered with the SEC (registration year 2021). The firm's ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the adviser as "Unclassified" and flags it as not being a capital allocator or an active ESG investor. The snapshot also indicates the firm is not a multi-state adviser, not a newly formed adviser, not a pension consultant and not a related adviser. The FINTRX record does not include descriptive detail on advisory activities, client segments, fee structure or the firm's investment focus, so public-facing information about services and strategy is limited.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • ALEXANDER CHARLES FENTON

    MemberCRD 8188536

  • JAMES SMITH

    Registered RepresentativeCRD 4445632

  • Deborah Agerton

    Financial and Operations PrincipalCRD 4460597

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

DEKALB

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
DEKALB
Address
964 Eulalia Rd NE
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth