PARK PIEDMONT ADVISORS LLC

330 N Wabash Ave
23rd Floor
Chicago, Illinois 60611
Tel: 312-722-6760

About PARK PIEDMONT ADVISORS LLC

PARK PIEDMONT ADVISORS LLC, formally registered with the SEC as PARK PIEDMONT ADVISORS LLC. The firm was established in 12/18/2003. They have over 7 offices throughout the country.

PARK PIEDMONT ADVISORS LLC is a Chicago, Illinois based Financial Planning firm with nearly $861,968,712 assets under management, offering retirement planning & investment advisory services to 1498 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129451
SEC#	801-62540
Assets Managed by Firm	$861,968,712
No. of Clients	1498
No. of Advisors	13

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1498	$861,968,712
Individuals (other than high net worth individuals)	312	$90,524,451
High net worth individuals	210	$731,146,717
Pension and profit sharing plans	4	$7,095,444
Charitable organizations	2	$8,594,179
Other investment advisers	5	$13,053,019
Corporations or other businesses	3	$11,554,902

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