Peachtree Investment Partners, LLC

Peachtree Investment Partners, LLC (CRD# 142839) is a financial advisory firm headquartered in Vero Beach, FL. They manage $265,037,644 in 376 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details

6001 Highway A1a, Pmb# 8181, Vero Beach, FL 32963

http://www.peachtreeinvestmentpartners.com

By the Numbers

Total Assets Under Management

265

MILLION
Total Number of Accounts

376

ACCOUNTS
Average Account Value

$704,887

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, FL, GA, MA, NC, NY, SC, TX

Financial Advisors at Peachtree Investment Partners, LLC

Showing 1 - 2 of 2 top financial advisors.

Garrard K. Schaefer

CRD#: 1396569

Vero Beach, FL

Garrard Schaefer (CRD# 1396569) is an Investment Advisor Representative working at Peachtree Investment Partners, LLC in Vero Beach, FL and has over 38 years of experience in the finance industry.

Courtney S. Deveau

CRD#: 7552403

Vero Beach, FL

Courtney Deveau (CRD# 7552403) is an Investment Advisor Representative working at Peachtree Investment Partners, LLC in Vero Beach, FL and has 1 year 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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