PUNDION LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
9
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
156169
Registered since
November 28, 2011

Firm profile

FINTRX

Overview

Pundion LLC is organized as a limited liability company and has been SEC-registered since 2011. The firm is classified as "Unclassified" in the available record and is owned by a mix of a domestic entity and an individual. The dataset does not list a defined client base, fee schedule, or detailed advisory activities. The firm does not identify as a capital allocator, active ESG investor, multi-state adviser, newly formed adviser, pension consultant, or related adviser according to the snapshot data. Public disclosures provided to FINTRX are sparse, so there is limited visibility into the firm's strategy, target clients, or service model.

Assets & Accounts

Location & Offices

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

Owners & executives

3 of 5
  • ALON WASSERMAN

    CIOCRD 4544398

  • MICHAEL LEWIN

    CEOCRD 5886440

  • TIMOTHY COX

    Managing Director, Chief Compliance OfficerCRD 5115391

Unlock 2 more executives

Contacts

3 of 4
  • Yael Rosen

    Compliance OfficerCRD 6923608

  • SHLOMO AHAL

    TraderCRD 5882415

  • LAURENCE MAYER

    TraderCRD 6424104

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
230 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth