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PENDLETON FINANCIAL WEALTH MANAGEMENT

Tel: 919-781-4167
2607 Oberlin Road
Suite 100
Raleigh, North Carolina  27608

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PENDLETON FINANCIAL WEALTH MANAGEMENT

PENDLETON FINANCIAL WEALTH MANAGEMENT is a Raleigh, North Carolina based financial advisory firm with nearly $110,483,348 in assets under management and provides investment advisory services for 284 clients. There are currently 1 financial advisors at the firm.

General Information

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

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

325303

SEC#:

801-127988

No. of Clients:

284

Assets under Management

$110,483,348

No. of Advisors:

1

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