Pendulum Asset Management, LLC
RIAState 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
- Website
- www.penduluminvest.com
- 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
FINTRXOverview
Pendulum Asset Management, LLC is an independent, Utah-registered limited liability company that provides portfolio management to both individual/family clients and institutional/business clients. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management services for small businesses, individuals and institutions. Pendulum reports it does not position itself as a capital allocator and does not describe ESG as an active part of its investment approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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