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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-02-2023
- Office Locations
- 1
Office Locations
About Pinder Financial, LLC
Pinder Financial is an independent asset manager providing risk management, advisory and investment services. The firm builds risk-adjusted portfolios and applies a proprietary, plan-wide risk management system with 24/7 monitoring. It offers outsourced CIO/private CIO support plus family-focused planning (estate/trust, college savings, insurance), serving retail and institutional clients and supporting Schwab custody.
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
CHRISTOPHER AVON PINDER
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #7211943
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $700,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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