PEACHTREE WEALTH ADVISORS, INC of ATLANTA, GA is an SEC-registered investment adviser (CRD 139779). Regulatory assets under management: $436.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Frank Simon | CHIEF FINANCIAL OFFICER; SECRETARY / CHIEF FINANCIAL OFFICER | Portland, ME |
| Jonathan Samuel Lindvig | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| David Simon Frank | SECRETARY / CHIEF FINANCIAL OFFICER | — |
| LINDVIG JONATHAN SAMUEL | CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |