Overview
Assets Under Management: $221 million
Headquarters: MELVILLE, NY
High-Net-Worth Clients: 81
Average Client Assets: $2.2 million
Frequently Asked Questions
PIERMONT WEALTH MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119376), PIERMONT WEALTH MANAGEMENT INC. is subject to fiduciary duty under federal law.
PIERMONT WEALTH MANAGEMENT INC. is headquartered in MELVILLE, NY.
PIERMONT WEALTH MANAGEMENT INC. serves 81 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, PIERMONT WEALTH MANAGEMENT INC. offers financial planning and portfolio management for individuals. View all service details ↓
PIERMONT WEALTH MANAGEMENT INC. manages $221 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, PIERMONT WEALTH MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.85%
Average Client Assets: $2.2 million
Total Client Accounts: 411
Discretionary Accounts: 411
Regulatory Filings
CRD Number: 119376
Filing ID: 1855786
Last Filing Date: 2024-03-26 13:17:00