Overview
Assets Under Management: $330 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 73
Average Client Assets: $3.1 million
Frequently Asked Questions
PEACHTREE INVESTMENT ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139942), PEACHTREE INVESTMENT ADVISORS, INC. is subject to fiduciary duty under federal law.
PEACHTREE INVESTMENT ADVISORS, INC. is headquartered in ATLANTA, GA.
PEACHTREE INVESTMENT ADVISORS, INC. serves 73 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, PEACHTREE INVESTMENT ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PEACHTREE INVESTMENT ADVISORS, INC. manages $330 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, PEACHTREE INVESTMENT ADVISORS, INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.68%
Average Client Assets: $3.1 million
Total Client Accounts: 367
Discretionary Accounts: 339
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 139942
Filing ID: 1193638
Last Filing Date: 2018-03-28 09:43:00