Overview
Assets Under Management: $305 million
High-Net-Worth Clients: 85
Average Client Assets: $3 million
Frequently Asked Questions
PEACHTREE INVESTMENT PARTNERS, LLC 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 #142839), PEACHTREE INVESTMENT PARTNERS, LLC is subject to fiduciary duty under federal law.
PEACHTREE INVESTMENT PARTNERS, LLC serves 85 high-net-worth clients according to their SEC filing dated November 05, 2025. View client details ↓
According to their SEC Form ADV, PEACHTREE INVESTMENT PARTNERS, LLC offers portfolio management for individuals. View all service details ↓
PEACHTREE INVESTMENT PARTNERS, LLC manages $305 million in client assets according to their SEC filing dated November 05, 2025.
According to their SEC Form ADV, PEACHTREE INVESTMENT PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 429
Discretionary Accounts: 429
Regulatory Filings
CRD Number: 142839
Filing ID: 2025792
Last Filing Date: 2025-11-05 10:34:32
Website: 1