JH
JH

John-David Huff

7 Years of Experience
Atlanta, GA

John-David Huff is a registered investment advisor at Pia, Lllp, based in Atlanta, GA, with 7 years of industry experience. John-David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 30 clients with $72M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$71.8M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Piedmont Investment Advisory charges a percentage of the value of your portfolio. These fees typically range from 0.50% to 1.00% per year. The exact fee is determined on a client-by-client basis and is negotiable. Fees are usually charged quarterly, but other arrangements can be made. Fees are paid in advance, based on the prior quarter's ending value.

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Location

1001 Summit Blvd Ne, Suite 1150, Atlanta, GA, 30319

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John-David is involved with Piedmont Partners, LP, a private fund managed by the RIA. He is also the managing member of Piedmont Capital, LLC, the general partner for Piedmont Partners, LP.

Employment History
Current Registrations
Pia, Lllp
October 2018 - Present · 7 yrs 6 mos
State Registrations2 states
GALA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.