PIERMONT WEALTH MANAGEMENT INC.
PIERMONT WEALTH MANAGEMENT INC. of MELVILLE, NY is an SEC-registered investment adviser (CRD 119376). Regulatory assets under management: $221.4M.
Registration
- CRD: 119376
- SEC file number: 801-61254
- Type: Registered investment adviser
- Location: 48 S. SERVICE ROAD, SUITE 102, MELVILLE, NY, 11747
- Phone: 631-454-1585
- Latest filing: 2024-03-26
- Regulatory AUM: $221.4M
- Discretionary AUM: $221.4M
- Clients: 3
- Accounts: 411
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| FRISCH DAVID ANDREW | CO-PRESIDENT | — |
| CAPELL PHILIP J | CO-PRESIDENT; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| FRIEDRICH CARL AUGUST | CHIEF OPERATIONS OFFICER | — |
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