Piedmont Private Equity

Piedmont Private Equity (CRD# 174402) is a financial advisory firm headquartered in Atlanta, GA. They manage $25,981,000 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.


Financial Advisors at Piedmont Private Equity
Showing 1 - 1 of 1 top financial advisors.
Mark E. Sofge
CRD#: 3133659
3405 Piedmont Road, Suite 400, Atlanta, GA 30305

Mark Sofge (CRD# 3133659) is an Investment Advisor Representative working at Piedmont Private Equity in Atlanta, GA and has over 19 years of experience in the finance industry. Mark Sofge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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