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Building 2PEACHTREE WEALTH ADVISORS, INC

Map pinATLANTA, GA
Phone404-531-0965
NotebookSEC #801-119707
Total AUM
$436.8M
Employees
3
Clients
505

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 W. WIEUCA ROAD
SUITE A205
ATLANTA
GA 30342
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
404-531-0965

ReceiptFinancials

Total AUM
$436.8M
Accounts
1,359
Discretionary
$436.8M
Accounts
1,359
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
279
AUM
$62.6M
HNW Individual Clients
174
AUM
$318.6M
Pension/Profit Sharing Plan Clients
1
AUM
$734.5K
Charitable Organization Clients
1
AUM
$451.7K
Corporation or Business Clients
50
AUM
$54.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACODCFLGAILNCSCTNTXVA

HandshakeAffiliates

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

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