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Building 2PARK PIEDMONT ADVISORS LLC

Map pinCHICAGO, IL
Phone312-722-6760
NotebookSEC #801-62540
Total AUM
$1B
Employees
11
Clients
452

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
330 N WABASH AVE
23RD FLOOR
CHICAGO
IL 60611
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
312-722-6760
Other Offices
3

ReceiptFinancials

Total AUM
$1B
Accounts
1,559
Discretionary
$464.2M
Accounts
616
Non-Discretionary
$564.3M
Accounts
943

ContactClients

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Individual Clients
222
AUM
$82M
HNW Individual Clients
220
AUM
$901.2M
Pension/Profit Sharing Plan Clients
5
AUM
$22.3M
Charitable Organization Clients
2
AUM
$11.3M
Corporation or Business Clients
3
AUM
$11.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDCFLILMAMDMENHNJNYOHTXVT

HandshakeAffiliates

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

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