Pendo, LLC

Pendo, LLC (CRD# 143484) is a financial advisory firm headquartered in New York, NY. They manage $4,657,678 in 26 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $179,141
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Pendo, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Mark J. Foley
CRD#: 1912918
100 Park Avenue, 16th Floor, New York, NY 10017
93
Wealthminder
score

Mark Foley (CRD# 1912918) is an Investment Advisor Representative working at Pendo, LLC in New York, NY and has over 27 years of experience in the finance industry.

2
Tina E. Larsson
CRD#: 5050537
100 Park Avenue, 16th Floor, New York, NY 10017
87
Wealthminder
score

Tina Larsson (CRD# 5050537) is an Investment Advisor Representative working at Pendo, LLC in New York, NY and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.