6442 Highway 93 South
Whitefish, Montana 59937
Tel: 406-862-9400
PIEDMONT CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PIEDMONT CAPITAL MANAGEMENT, LLC. The firm was established in 05/07/2021. They have over 1 offices throughout the country.
PIEDMONT CAPITAL MANAGEMENT, LLC is a Whitefish, Montana based Financial Planning firm with nearly $172,337,686 assets under management, offering retirement planning & investment advisory services to 1175 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 165775 |
SEC# | 801-121170 |
Assets Managed by Firm | $172,337,686 |
No. of Clients | 1175 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1175 | $172,337,686 |
Individuals (other than high net worth individuals) | 482 | $88,761,699 |
High net worth individuals | 41 | $82,137,211 |
Charitable organizations | Fewer than 5 clients | $568,645 |
Corporations or other businesses | Fewer than 5 clients | $870,131 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$36,175,333,459 | 86818 | 650 | |
$5,065,457,259 | 2813 | 30 | |
$4,812,943,447 | 4203 | 31 | |
$1,797,664,736 | 1529 | 16 | |
$1,509,082,717 | 22 | 8 |
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