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Building 2PIEDMONT WEALTH ADVISORY

Map pinRESTON, VA
Phone(571) 313-5125
NotebookSEC #801-131508
Total AUM
$353.7M
Employees
3
Clients
216

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12030 SUNRISE VALLEY DRIVE
SUITE 325
RESTON
VA 20191
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(571) 313-5125
Other Offices
1

ReceiptFinancials

Total AUM
$353.7M
Accounts
615
Discretionary
$353.7M
Accounts
615
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
112
AUM
$28.6M
HNW Individual Clients
103
AUM
$318.8M
Charitable Organization Clients
1
AUM
$6.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMDNCNYPAVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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