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| Park Piedmont Advisors LLC
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|
|
|---|---|
| CRD # | 129451 |
| SEC # | 801-62540 |
| CIK # | |
| AUM | $1.0 B (2025-09-26) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 312-722-6760 |
| Address | 330 N Wabash Ave Chicago, IL 60611 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 82.0 |
| (b) Individuals (high net worth individuals) | 220 | 901.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 22.3 |
| (h) Charitable organizations | 2 | 11.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 11.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,559 | 1,028.5 |
| By Discretionary | ||
| Discretionary | 616 | 464.2 |
| Non-Discretionary | 943 | 564.3 |
| Total | 1,559 | 1,028.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 1,025.7 | |
| Total | 1,559 | 1,028.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Gould Asset Management LLC
✚
|
CA | 1.0 |
|
Northwest Wealth Management LLC
✚
|
IA | 1.0 |
|
IFG Advisors LLC
✚
|
MO | 1.0 |
|
John Moore & Associates Inc
✚
|
NM | 1.0 |
|
Harvey Investment Company LLC
✚
|
KY | 1.0 |
|
Burns J W & Co Inc
✚
|
NY | 1.0 |
|
Glen Eagle Advisors LLC
✚
|
NJ | 1.0 |
|
Bass and Bell Inc
✚
|
AR | 1.0 |
|
Perryman Financial Advisory Inc
✚
|
TX | 1.0 |
|
Alpha Omega Wealth Management LLC
✚
|
VA | 1.0 |