PENDLETON FINANCIAL WEALTH MANAGEMENT - Financial Advisor in North Carolina, Raleigh

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

About 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

Firm CRD#:

325303

Firm SEC#:

801-127988

Assets Under Management:

$110,483,348

No. of Clients:

284

No. of Advisors:

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

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