Overview
Assets Under Management: $265 million
High-Net-Worth Clients: 85
Average Client Assets: $3 million
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: 376
Discretionary Accounts: 376
Regulatory Filings
CRD Number: 142839
Last Filing Date: 2024-09-13 00:00:00
Website: https://peachtreeinvestment.com