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Building 2PIEDMONT CAPITAL MANAGEMENT, LLC

Map pinGREENBORO, NC
Phone336-274-5471
NotebookSEC #801-110286
Total AUM
$495.6M
Employees
24
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
800 GREEN VALLEY RD., STE 203
GREENBORO
NC 27408
United States
Operating Hours
9:00 AM TO 5 PM
Monday - Friday
Phone
336-274-5471

ReceiptFinancials

Total AUM
$495.6M
Accounts
223
Discretionary
$495.6M
Accounts
223
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$6.3M
HNW Individual Clients
57
AUM
$326.3M
Pooled Vehicle Clients
1
AUM
$118.9M
Charitable Organization Clients
4
AUM
$21.9M
Corporation or Business Clients
3
AUM
$22.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNMNYTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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