Peachtree Pc Investors, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
—
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
301004
Registered since
August 2, 2019

Firm profile

FINTRX

Overview

Peachtree Pc Investors, LLC is organized as a limited liability company and is SEC-registered (registration year 2019). The entity is classified as unclassified in the available dataset and is listed as being owned by a domestic entity and an individual. The firm is not identified as a capital allocator, not an active ESG investor, not a multi-state adviser, and is not flagged as a pension consultant or related adviser. FINTRX does not provide a description of the firm's advisory activities, fee schedule, client base, or stated investment focus. Those fields are blank in the source record, so there is no publicly recorded investment mandate, strategy outline, or sector preference available in this dataset.

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 27
  • Derek Tracz

    Derek Tracz

    Managing DirectorCRD 5546885

  • Joseph Kessel

    Joseph Kessel

    CCOCRD 3084333

  • Timothy Witt

    Timothy Witt

    PresidentCRD 2638442

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

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
Fulton
Address
3500 Lenox Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth