Overview
Assets Under Management: $276 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 167
Average Client Assets: $1 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 167
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.98
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,077
Discretionary Accounts: 1,075
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 139779
Last Filing Date: 2024-03-14 00:00:00
Website: https://peachtreewa.com