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 listed by FINTRX as an SEC-registered adviser with registration recorded in 2019. The platform identifies the firm’s owner type as both a domestic entity and an individual. FINTRX does not assign the firm to a standard advisory classification, labeling it as “unclassified.” Available records show a limited public footprint on business activities and client-facing services. The firm is flagged as not being an active ESG investor, not operating as a capital allocator, not serving as a pension consultant, and not designated a related adviser. FINTRX also indicates the firm is not registered as a multi-state adviser and is not considered a newly formed adviser.

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

Unlock 24 more contacts

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