PIEDMONT CAPITAL MANAGEMENT, LLC

800 Green Valley Rd., Ste 203
Greenboro, North Carolina 27408
Tel: 336-274-5471

About PIEDMONT CAPITAL MANAGEMENT, LLC

PIEDMONT CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PIEDMONT CAPITAL MANAGEMENT, LLC. The firm was established in 04/05/2017. They have over 1 offices throughout the country.

PIEDMONT CAPITAL MANAGEMENT, LLC is a Greenboro, North Carolina based Financial Planning firm with nearly $371,318,825 assets under management, offering retirement planning & investment advisory services to 215 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155682
SEC#	801-110286
Assets Managed by Firm	$371,318,825
No. of Clients	215
No. of Advisors	23

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	215	$371,318,825
Individuals (other than high net worth individuals)	33	$5,578,889
High net worth individuals	57	$221,288,796
Charitable organizations	5	$20,408,939
Corporations or other businesses	Fewer than 5 clients	$14,702,815

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