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Building 2PIEDMONT WEALTH MANAGEMENT

Map pinALEXANDRIA, VA
Phone(703) 518 - 8361
NotebookSEC #801-135403
Total AUM
$156.1M
Employees
4
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 S. FAIRFAX STREET
ALEXANDRIA
VA 22314
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
(703) 518 - 8361
Other Offices
2

ReceiptFinancials

Total AUM
$156.1M
Accounts
541
Discretionary
$153.4M
Accounts
535
Non-Discretionary
$2.6M
Accounts
6

ContactClients

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Individual Clients
184
AUM
$47.6M
HNW Individual Clients
53
AUM
$104.9M
Charitable Organization Clients
1
AUM
$1.8M
Corporation or Business Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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