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Building 2PEACHTREE INVESTMENT PARTNERS, LLC

Map pin
Phone404-226-2728
NotebookSEC #801-112764
Total AUM
$335.8M
Employees
2
Clients
263

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
404-226-2728
Other Offices
1

ReceiptFinancials

Total AUM
$335.8M
Accounts
490
Discretionary
$335.8M
Accounts
490
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
145
AUM
$55.2M
HNW Individual Clients
82
AUM
$265.6M
Pension/Profit Sharing Plan Clients
21
AUM
$0
Corporation or Business Clients
15
AUM
$15M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGAMANCNENYSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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