Peachtree Creek Investments
Firm details
- Headquarters
- ,
- CRD number
- 309755
- Website
- www.peachtreecreekinvest.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.18%
- Individuals10.49%
- Investment Companies2.33%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Peachtree Creek Investments is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual/family and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fees are charged using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm reports it is not actively using ESG integration, is not a capital allocator, and does not position itself as a pension consultant or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Conor Sen
President, CEOCRD 6135822
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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