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Piedmont Trust Company

EST. AUM
$407,650,320

CONTACTS
2

CLIENT ACCOUNTS
206

Firm Details

Metro area Raleigh
CRD Number 155682
Website piedmonttrust.com
Client types

Overview

Piedmont is a privately owned trust company and wealth management firm that has been serving multi-generational families since 1928. The firm specializes in investment and wealth management services tailored for legacy-minded clients with a minimum of $10 million in investable assets. Piedmont's core competencies encompass investment advising and consulting, trustee and fiduciary services, estate, trust, and charitable administration, as well as financial, tax, philanthropic, and business succession planning, educational programming, and family meeting facilitation. The firm leverages the research capabilities of Monticello, with Daniel Smith serving as the Director of Investments based in Greensboro.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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