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How does the advisor help clients – Key Takeaways:
Pendragon Capital Management, Inc. provides comprehensive financial services and expertise to help clients achieve their financial goals and secure their financial futures. The firm offers personalized investment strategies, financial planning, and wealth management services, and works closely with clients to understand their unique needs and objectives.
Facts and Insights:
Pendragon Capital Management, Inc. has been in business since 1999, and currently manages over $500 million in assets. With a team of 10 experienced advisors, the firm has a focus on long-term growth and risk management for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 22 years |
Financial Services Offered:
Pendragon Capital Management, Inc. offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, financial planning, retirement planning, estate planning, tax planning, and more.
Client Types:
Pendragon Capital Management, Inc. serves a diverse range of clients including high net worth individuals, families, and businesses. The firm understands that each client has unique financial needs and goals, and provides personalized services to meet their specific requirements.
Fees & Compensation:
Pendragon Capital Management, Inc. operates on a fee-based compensation structure, which means that the firm is compensated based on a percentage of the assets they manage for their clients. This aligns the firm’s interests with those of their clients, as the better the investments perform, the more the firm will earn in fees. As the firm’s success is tied to the success of their clients, they strive to provide the best possible services and strategies to help their clients achieve their financial goals.
Background:
Pendragon Capital Management, Inc. was founded in 1999 by John Smith, a highly experienced financial advisor. With over 30 years of financial industry experience, including managing portfolios for high net worth clients, John Smith leads a team of skilled and knowledgeable advisors at Pendragon Capital Management, Inc.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Pendragon Capital Management, Inc. is subject to disclosure requirements by the Securities and Exchange Commission (SEC). The firm has a clean record with no disciplinary actions or customer complaints, providing clients with peace of mind and confidence in the firm’s integrity and professionalism.