PINDER FINANCIAL, LLC

Overview

Pinder Financial, LLC is an independent registered investment adviser that focuses on serving individual and family clients through fee-based portfolio management and financial planning. The firm provides portfolio management for individuals and small businesses and lists pension consulting among its advisory services. Fee billing is on a percentage-of-assets-under-management basis. Investment activity shows a clear tilt toward fixed-income instruments, with U.S. government bonds representing the single largest asset exposure on the firm’s books. The firm is not positioned as an ESG-focused allocator and does not operate as a capital allocator to in-house alternative strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices