Peachtree Creek Investments

Peachtree Creek Investments (CRD# 309755) is a financial advisory firm headquartered in , . They manage $20,082,346 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $528,483
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Peachtree Creek Investments
Showing 1 - 1 of 1 top financial advisors.
1
Conor Sen, financial advisor Brookhaven GA
Conor J. Sen
CRD#: 6135822
Brookhaven, GA

Conor Sen (CRD# 6135822) is an Investment Advisor Representative working at Peachtree Creek Investments in Brookhaven, GA and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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