P
$37.4M Total AUM
$37.4M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-14-2020
- Office Locations
- 1
Office Locations
-- Brookhaven GA
About Peachtree Creek Investments
Peachtree Creek Investments is a Brookhaven-based RIA. The firm has been operating for 5 years. Managing $37.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
42 AVG AGE
$37.4M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Element Delta peak Signal
Client Personas
Quantum
Investment Themes
Vital
Investment Vehicles
Quantum signal Insight horizon Insight timber
Services
Beacon Foundation prime Oak
Owner & Executives
CONOR JAMES SEN
Agent, Chief Compliance Officer, President
- CRD
- #6135822
- Ownership
- 75% or more
(626) 791-2992
pathway.quantum@pathwaycapital.com
in linkedin.com/in/legacy-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,417,421 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,417,421 | -- |
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Separately Managed Accounts
Total SMA Asset: $36,545,619
Equity - Exchange:
31.0% Public Funds:
18.3% Cash:
50.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $482,430,307 | 31.0% |
| Public Funds | $284,789,504 | 18.3% |
| Cash | $789,006,986 | 50.7% |
| Total | $1,556,226,797 | 100.0% |