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PIEDMONT CAPITAL MANAGEMENT, LLC
PIEDMONT CAPITAL MANAGEMENT, LLC
GREENBORO, North Carolina
·
3 registered advisors
·
CRD# 155682
SEC# 801-110286
0
336-274-5471
01
Firm Overview
AUM
$371M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at PIEDMONT CAPITAL MANAGEMENT, LLC
3 registered advisors
Daniel Felton Smith
GREENBORO, North Carolina
CRD# 6577973
John Meredith Simms
GREENBORO, North Carolina
CRD# 1409264
Michael Kirk Shields
GREENBORO, North Carolina
CRD# 2248861
05
Office Locations
GREENBORO, North Carolina
3 advisors
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Data sourced from SEC Form ADV filings. PIEDMONT CAPITAL MANAGEMENT, LLC (CRD# 155682) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.