Peachtree Pc Investors, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
26
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 as an SEC-registered adviser since 2019. FINTRX classifies the firm as "Unclassified" and records its owner type as a combination of a domestic entity and an individual. The snapshot flags the firm as not functioning as a capital allocator and not taking an active ESG investing stance. It is also not identified as a multi-state adviser or a pension consultant in the FINTRX entry. Public disclosures in the FINTRX snapshot are sparse: core items such as client base, fee structure, business activities and advisory offerings are not supplied, which limits visibility into the firm's target clients, service model, and fee approach.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Wonhee Cho

    Wonhee Cho

    Chief Compliance OfficerCRD 5903574

Contacts

3 of 25
  • Samuel Rubin

    Business Development AnalystCRD 8237816

  • Emily Crooke

    Emily Crooke

    Director, InvestmentsCRD 7876557

  • Jack Studebaker

    Jack Studebaker

    Internal WholesalerCRD 7536696

Unlock 22 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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