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Building 2PIEDMONT CAPITAL MANAGEMENT, LLC

Map pinWHITEFISH, MT
Phone406-862-9400
NotebookSEC #801-121170
Total AUM
$231.8M
Employees
3
Clients
470

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6442 HIGHWAY 93 SOUTH
WHITEFISH
MT 59937
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
406-862-9400

ReceiptFinancials

Total AUM
$231.8M
Accounts
1,172
Discretionary
$231.8M
Accounts
1,172
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
403
AUM
$94.7M
HNW Individual Clients
61
AUM
$135.5M
Charitable Organization Clients
5
AUM
$946.3K
Corporation or Business Clients
1
AUM
$701.2K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMTNEORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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