Peachtree Pc Investors, LLC

Broker-DealerFINRA Member
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 owned by a mix of a domestic entity and an individual. The firm is categorized as unclassified within the dataset and is not identified as a capital allocator. Reported operational characteristics include that the firm does not position itself as an ESG investor, is not a multi-state adviser, is not newly formed, and does not serve in a pension consultant or related-adviser capacity. Those attributes suggest a relatively narrow or conventional operating profile within the available data set.

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