$12.9K Total AUM
$12.9K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-2021
- Office Locations
- 1
Office Locations
14502 Greenview Drive Suite 500 Laurel MD
About Piedmont Financial Consulting
Piedmont Financial Consulting is a Laurel, MD-based retail RIA providing financial planning alongside tax and estate planning and insurance/life insurance guidance. The firm works with individuals including entrepreneurs and emphasizes risk management and active management using mutual funds, annuities, and fixed income. Custodied at Schwab; client onboarding uses RightCapital.
Team overview
-- AVG AGE
$12.9K AVG AUM / ADVISOR
$3.2K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
Christopher Ragsdale
Chief Compliance Officer, Financial Planner
- CRD
- #6620239
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,860 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,860 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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