P2 Corporate Finance, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
313187
Registered since
August 20, 2021

Firm profile

FINTRX

Overview

P2 Corporate Finance, LLC is organized as a limited liability company and is registered with the SEC as an investment adviser since 2021. Ownership is reported as a mix of a domestic entity and individuals. The firm has not supplied descriptive information about its advisory activities, client types, fee schedules, or manager allocation priorities in the dataset provided. Regulatory flags in the snapshot indicate the firm does not identify as a capital allocator, is not an active ESG investor, and is not listed as a pension consultant or related adviser. The record also notes the adviser is not classified as a multi-state adviser and is not flagged as newly formed.

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 6
  • Alexander Charles Fenton

    MemberCRD 8188536

  • James Smith

    Registered RepresentativeCRD 4445632

  • Deborah Agerton

    Financial and Operations PrincipalCRD 4460597

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

Dekalb

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
Dekalb
Address
964 Eulalia Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth