PENDULUM WEALTH PARTNERS of ITASCA, IL is an SEC-registered investment adviser (CRD 335762). Regulatory assets under management: $282.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Thomas Parker | PARTNER; PRESIDENT | Reston, VA |
| Thomas Allan Parker | PARTNER; PRESIDENT | — |
| Matthew Kerry Mc Wherter | PARTNER AND CHIEF COMPLIANCE OFFICER; PRESIDENT | — |