Managing Partner & Chief Compliance Officer · Piedmont Capital Management, LLC
Andrew L. Coco
CRD 6991480 · Named on Form ADV at one SEC-registered adviser
At a glance
Piedmont Capital Management, LLC, an SEC-registered wealth manager based in Whitefish, MT with $232 million in regulatory assets, lists Andrew L. Coco on its Form ADV as Managing Partner & Chief Compliance Officer, a control person.
Firms and roles
- Piedmont Capital Management, LLCManaging Partner & Chief Compliance OfficerWealth manager · Whitefish, MT · $232M in regulatory assets
AtlasMembers
Andrew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Thomas M. SchuchManaging Partner, Piedmont Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.