Pendleton Financial Wealth Management
Pendleton Financial Wealth Management (CRD# 325303) is a financial advisory firm headquartered in Raleigh, NC. They manage $110,483,348 in 284 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Pendleton Financial Wealth Management
By the Numbers
-
Total Assets Under Management110MILLION
-
Total Number of Accounts284ACCOUNTS
-
Average Account Value$389,026
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Pendleton Financial Wealth Management
1
Gray Pendleton (CRD# 5968190) is an Investment Advisor Representative working at Pendleton Financial Wealth Management in Raleigh, NC and has over 11 years of experience in the finance industry.
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