Peachtree Investment Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 142839
- Registered since
- April 4, 2018
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.09%
- Individuals16.43%
- Corporations / Businesses4.48%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Peachtree Investment Partners, LLC is an independent SEC-registered RIA organized as an LLC and operating since 2018. The firm serves both individual and family clients as well as institutional investors, charging fees as a percentage of assets under management. Its advisory work centers on portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Cash & Cash Equivalents12%
- US Government Bonds2%
Owners & executives
1 of 1
Garrard Schaefer
Managing Partner and Chief Compliance OfficerCRD 1396569
Contacts
1 of 1Courtney Deveau
Director of Business DevelopmentCRD 7552403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$81.9M in ETFs
100%
$81.7M
0%
$246K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $25.4M | 36,932 | 30.97% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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