SRI Investing (CRD# 226719) is a financial advisory firm headquartered in New York, NY. They serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
NH, NJ, NY, VT
SRI Investing LLC is a registered investment firm based in New York City and specializing in socially responsible investing (SRI). SRI helps you align your Investment and financial goals with the impact you want to make in the world. We work with socially conscious investors in the New York City metro area and throughout the country.
With over 40 years of combined financial advisory and planning experience, co-founders Gary Matthews and Amy Pender merge their professional financial expertise with a passion for investing in a better world. Prospective investors might receive a proposal from either Gary or Amy.
Amy Pender (CRD# 5869001) is an Investment Advisor Representative working at SRI Investing in Hopewell Junction, NY and has over 5 years of experience in the finance industry.