Piedmont Private Equity
Piedmont Private Equity (CRD# 174402) is a financial advisory firm headquartered in Atlanta, GA. They manage $17,873,000 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$638,321
- Fixed fees (other than subscription fees)
- Portfolio management for pooled investment vehicles (other than investment companies)
Mark Sofge (CRD# 3133659) is an Investment Advisor Representative working at Piedmont Private Equity in Atlanta, GA and has over 17 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.