Pendulum Asset Management, LLC

RIASEC Registered
Total AUM
$1.4M
Discretionary
$1.4M
100% of AUM
Avg account
$72.7K
Accounts
19
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
328110
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals62.67%
  • HNWI32.93%
  • Investment Companies4.41%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Pendulum Asset Management, LLC is a small, privately owned investment adviser organized as a limited liability company that manages assets for both individuals/families and institutional clients. The firm charges fees based on a percentage of assets under management and provides portfolio management services for individuals and small businesses as well as for businesses and institutional accounts. It does not identify itself as an active ESG investor and operates within a single state jurisdiction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Eric Kruglak

    Eric Kruglak

    Managing MemberCRD 6496705

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth