P
$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
0 Employees
36 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Axos ยท Guggenheim
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-13-2006
- Office Locations
- 1
Office Locations
-- Ruston LA
About Pendex Advisors, LLC
Pendex Advisors, LLC is a Ruston-based RIA. The firm has been operating for 20 years. Managing $3.9M in total assets under management, They custody assets with Axos and Guggenheim.
Team overview
55 AVG AGE
-- AVG AUM / ADVISOR
$109.2K AVG AUM / CLIENT
20.1 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEPHEN RUDOLPH RODGERS
Founder, President
- CRD
- #1870455
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,930,905 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,930,905 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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