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PIEDMONT CAPITAL MANAGEMENT, LLC
CRD 165775 · SEC 801-121170
6442 HIGHWAY 93 SOUTH, WHITEFISH, MT, 59937, United States
Phone
406-862-9400
Fax
406-862-5063
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$231.8M
Discretionary AUM
$231.8M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 403 | $94.7M |
| High net worth individuals | 61 | $135.5M |
| Charitable organizations | 5 | $946K |
States served
AZ, CA, MT, NE, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD