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Building 2PENDLETON FINANCIAL WEALTH MANAGEMENT

Map pinRALEIGH, NC
Phone919-781-4167
NotebookSEC #801-127988
Total AUM
$160M
Employees
4
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2607 OBERLIN ROAD
SUITE 100
RALEIGH
NC 27608
United States
Operating Hours
9:00 A.M TO 5:00 P.M.
Monday - Friday
Phone
919-781-4167

ReceiptFinancials

Total AUM
$160M
Accounts
365
Discretionary
$160M
Accounts
365
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
76
AUM
$19.1M
HNW Individual Clients
52
AUM
$67.5M
Pension/Profit Sharing Plan Clients
13
AUM
$69.9M
Corporation or Business Clients
2
AUM
$3.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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