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Home > Retirement Planners > montana > whitefish > PIEDMONT CAPITAL MANAGEMENT, LLC
PIEDMONT CAPITAL MANAGEMENT, LLC
6442 Highway 93 South
Whitefish, Montana 59937
Tel: 406-862-9400
About PIEDMONT CAPITAL MANAGEMENT, LLC
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| 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 |
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