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PIEDMONT CAPITAL MANAGEMENT, LLC

6442 Highway 93 South
Whitefish, Montana 59937
Tel: 406-862-9400

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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 StatusApproved
Firm CRD#165775
SEC#801-121170
Assets Managed by Firm$172,337,686
No. of Clients1175
No. of Advisors3

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 ClientsAUM
Firm Total1175$172,337,686
Individuals (other than high net worth individuals)482$88,761,699
High net worth individuals41$82,137,211
Charitable organizationsFewer than 5 clients$568,645
Corporations or other businessesFewer than 5 clients$870,131

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DAVIDSON INVESTMENT ADVISORS, INC.
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STACK FINANCIAL MANAGEMENT INC
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BITTERROOT CAPITAL ADVISORS LLC
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