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General Information

Websitepiedmontria.com
Twitter@wealthreport
Phone703-729-8333
Employees
Founded2003

Funds

Offices

Lansdowne (Leesburg), USA
19455 Deerfield Avenue
Suite 307
Lansdowne (Leesburg), VA, 20176
USA

People

Managing Director
Director of Operations
CIMA
Operations Manager

Tags

Piedmont Investment Advisors

Piedmont Investment Advisors, LLC, located in Lansdowne (Leesburg) Virginia, is a registered investment adviser under the Investment Advisers Act of 1940. When Bill Militello, a graduate of the U.S. Naval Academy, founded Piedmont Investment Advisors in 2003, he set out to create not just another financial advisor or boutique investment firm, but rather to create a new “category” in financial services. His view is that the delivery of investment advice by financial advisors was ripe for innovation, and it has been Militello’s vision to challenge the conventional model. He believes that asset allocation should not be constrained to publicly traded stocks and bonds, and that the relationship between the client and the financial advisor should be free of conflicts.

Recent Milestones

Investments

Company Date Round Size Participants
YaSabe 3/2013Seed$2.7M8
BrightContext 1/2013Venture Round1
Veenome 11/2012Seed$600k3
Venga 9/2012Venture Round1
Lemur IMS 8/2012Venture Round1

Videos

Sources

  1. YaSabe Raises Funding (finance.yahoo.com) [edit]
  2. BrightContext Receives Equity Investment from Piedmont RIA (finsmes.com) [edit]
  3. Veenome Raises Another $600K To Translate Video Content Into Machine-Readable Data (techcrunch.com) [edit]
  4. Venga Raises Venture Capital Funding (finsmes.com) [edit]
  5. Piedmont Investment Advisors LLC makes capital investment in Lemur Technologies, Inc. (news.yahoo.com) [edit]
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Last Edited 2/26/14

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