Piedmont Capital Management Associates Inc.

Piedmont Capital Management Associates Inc. (CRD# 104985) is a financial advisory firm headquartered in Flat Rock, NC. They manage $39,460,815 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $1,272,930
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC

Financial Advisors at Piedmont Capital Management Associates Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Marguerite M. McCord
CRD#: 2039057
Flat Rock, NC
93
Wealthminder
score

Marguerite McCord (CRD# 2039057) is an Investment Advisor Representative working at Piedmont Capital Management Associates Inc. in Flat Rock, NC and has over 24 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.