Pendleton Street Advisors, LLC

Pendleton Street Advisors, LLC (CRD# 168040) is a financial advisory firm headquartered in Columbia, SC. They manage $67,977,427 in 159 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1100 Shirley Street, Columbia, SC 29205
https://www.linkedin.com/company/pendleton-street-advisors/
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $427,531
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

SC

Financial Advisors at Pendleton Street Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Barnes, financial advisor Columbia SC
John H. Barnes
CRD#: 5505348
1100 Shirley Street, Columbia, SC 29205

John Barnes (CRD# 5505348) is an Investment Advisor Representative working at Pendleton Street Advisors, LLC in Columbia, SC and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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