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Building 2PEACHCAP TAX & ADVISORY, LLC

Map pinATLANTA, GA
Phone404-220-8958
NotebookSEC #801-107335
Total AUM
$147.5M
Employees
4
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
550 PHARR RD.
SUITE 700
ATLANTA
GA 30305
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
404-220-8958
Other Offices
2

ReceiptFinancials

Total AUM
$147.5M
Accounts
598
Discretionary
$147.5M
Accounts
598
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
178
AUM
$71.9M
HNW Individual Clients
59
AUM
$63.1M
Pension/Profit Sharing Plan Clients
11
AUM
$12.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SHARES IN THIRD-PARTY ADVISER FEES

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLGAILKSTNTXWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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