Peachtree Pc Investors, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Atlanta, Georgia
CRD number
301004
Registered since
August 2, 2019

Firm profile

FINTRX

Overview

Peachtree Pc Investors, LLC is an SEC-registered limited liability company that first registered in 2019. Public filings provide only limited information about the firm’s business model and client focus. The adviser identifies its ownership as a mix of a domestic entity and an individual and is classified in filings as “unclassified.” Filings indicate the firm does not position itself as a capital allocator, does not report active ESG investing activity, and is not identified as a pension consultant or related adviser. The firm has not provided descriptive material about its advisory services, investment process, or client segments in the public record available here, so the specifics of its product lineup and target client profiles are not disclosed.

Assets & Accounts

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 27
  • Samuel Rubin

    Business Development AnalystCRD 8237816

  • Emily Crooke

    Emily Crooke

    Director, InvestmentsCRD 7876557

  • Jack Studebaker

    Jack Studebaker

    Internal WholesalerCRD 7536696

Unlock 24 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Atlanta, GA

Fulton

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
Fulton
Address
3500 Lenox Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth