linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Alan Backer

Park Piedmont Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Richard? Claim Your Profile

About Richard Alan Backer

Richard Backer is a financial advisor with Park Piedmont Advisors LLC. Richard Backer is also a CPA/Partner for Backer & Mauro CPAs LLP. Richard Backer has been registered with the SEC since 2006. The firm has been in business since 1992 and provides advisory services for individual, high-net-worth individuals, corporations and other businesses, charitable organizations, investment companies, pension plans, and pooled investment vehicles. Richard Backer specializes in providing financial advice to clients with complex financial needs.

Firm Information

Richard Backer is currently registered with Park Piedmont Advisors LLC. Park Piedmont Advisors LLC is an investment advisory firm located in Chicago, Illinois. Founded in 2005, the firm provides portfolio management services for individuals, businesses, charitable organizations, pension plans, and other investment advisors. With over $861 million in regulatory assets under management, Park Piedmont is a leading provider of investment advice in the Midwest. The firm's team of experienced advisors provides personalized investment solutions tailored to meet the specific needs of its clients. Park Piedmont's investment philosophy is based on a long-term perspective and a focus on value investing. The firm utilizes a disciplined approach to portfolio construction and risk management.
Park Piedmont Advisors LLC

330 N WABASH AVE

CHICAGO, IL 60611

$861.97M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Richard Backer’s Registration & Firm History

IL

04/26/2006 - Present

Park Piedmont Advisors LLC (CHICAGO IL)

Not sure if Richard Alan Backer is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Alan Backer.
Not sure if Richard Alan Backer is right for you?