Pundion LLC

Broker-DealerFINRA Member
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 with domestic entity and individual ownership. The firm is listed without a specific classification and does not identify itself as a capital allocator. Publicly available records supplied to FINTRX contain minimal detail about the firm's advisory services, client segments, fee arrangements, or investment processes. The snapshot data flags the firm as not an active ESG investor and not a multi-state adviser; other operational and business-activity fields are blank.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Alon Wasserman

    CIOCRD 4544398

  • Timothy Cox

    Managing Director, Chief Compliance OfficerCRD 5115391

  • Michael Lewin

    CEOCRD 5886440

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Contacts

3 of 4
  • Shlomo Ahal

    TraderCRD 5882415

  • Laurence Mayer

    TraderCRD 6424104

  • Yael Rosen

    Yael Rosen

    Compliance OfficerCRD 6923608

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth