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Home > Retirement Planners > north carolina > raleigh > PENDLETON FINANCIAL WEALTH MANAGEMENT
PENDLETON FINANCIAL WEALTH MANAGEMENT
2607 Oberlin Road
Suite 100
Raleigh, North Carolina 27608
Tel: 919-781-4167
About PENDLETON FINANCIAL WEALTH MANAGEMENT
PENDLETON FINANCIAL WEALTH MANAGEMENT, formally registered with the SEC as PENDLETON FINANCIAL WEALTH MANAGEMENT. The firm was established in 05/15/2023. They have over 1 offices throughout the country.
PENDLETON FINANCIAL WEALTH MANAGEMENT is a Raleigh, North Carolina based Financial Planning firm with nearly $110,483,348 assets under management, offering retirement planning & investment advisory services to 284 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 325303 |
| SEC# | 801-127988 |
| Assets Managed by Firm | $110,483,348 |
| No. of Clients | 284 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 284 | $110,483,348 |
| Individuals (other than high net worth individuals) | 36 | $7,287,742 |
| High net worth individuals | 64 | $49,311,091 |
| Pension and profit sharing plans | 11 | $51,855,149 |
| Corporations or other businesses | 2 | $2,029,366 |
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