Piedmont Group
Finance · Georgia, United States · 51-200 Employees
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Overview
Headquarters
1050 Crown Pointe Pkwy Ste 1800, Atlanta...Phone Number
(770) 551-3400Website
www.thepiedmontgroups.comRevenue
$5.3 MillionIndustry
About Piedmont Group
The Piedmont Group is a multifaceted financial planning and wealth management firm that offers insurance and investment planning services tailored for individuals and businesses. They focus on addressing the financial needs of clients at various stages of life, including those just starting, families, and businesses experiencing growth or preparing for transfer and maturity. The firm's approach emphasizes holistic financial solutions, integrity, and strong client-advisor relationships. Their comprehensive process includes initial consultations, data gathering, strategy development, and ongoing progress updates.Explore more
Piedmont Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
51-200
Private
-
1998
CL
Charles LiebermanPartner and Portfolio Manager and Chief Investment Officer
Piedmont Group Tech Stack
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Frequently Asked Questions Regarding Piedmont Group
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The Piedmont Group is a multifaceted financial planning and wealth management firm that offers insurance and investment planning services tailored for individuals and businesses. They focus on addressing the financial needs of clients at various stages of life, including those just starting, families, and businesses experiencing growth or preparing... Read More
