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Building 2PIEDMONT FINANCIAL CO INC

Map pinGREENSBORO, NC
Phone336-274-5471
NotebookSEC #801-31387
Total AUM
$530.4M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
701 GREEN VALLEY RD
SUITE 300
GREENSBORO
NC 27408
USA
Operating Hours
8:45AM - 5:15PM
Monday - Friday
Phone
336-274-5471

ReceiptFinancials

Total AUM
$530.4M
Accounts
592
Discretionary
$0
Accounts
0
Non-Discretionary
$530.4M
Accounts
592

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANCNJNYOHORVA

HandshakeAffiliates

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

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