Pendleton Financial logo

Pendleton Financial Employee Directory

Investment ManagementNorth Carolina, United States2-10 Employees

Pendleton Financial is an investment management firm that emphasizes a goal-oriented approach to wealth planning. It designs diversified, long-term investment strategies within a comprehensive financial planning process, aiming to align clients’ objectives with a cost-efficient, fee-based structure. The firm positions itself as a fiduciary, committing to disclose and manage any conflicts of interest and to act in clients’ best interests as part of its ongoing advisory relationship.

Find Pendleton Financial employees' phone numbers or email addresses

Pendleton Financial Global Highlights

Location
Employees

North America
15

Minus sign iconPlus sign icon
  • United States Of America
    15

Pendleton Financial's Leadership

  • Stylized image of a person
    D. O. L.
    Operations Director
    Phone icon

Pendleton Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Accounting
  • Administrative
  • Other
  • Finance

Contact profiles from Pendleton Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. O. L.
    Operations Director
    Phone icon
    Jul 01, 2026

Frequently Asked Questions

What is Pendleton Financial known for?

Minus sign iconPlus sign icon
Pendleton Financial was founded in 1976 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Pendleton Financial's company overview page for more information.

What is Pendleton Financial's most common email format?

Minus sign iconPlus sign icon
Pendleton Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pendleton Financial email formats with LeadIQ.

How many employees does Pendleton Financial have currently?

Minus sign iconPlus sign icon
Pendleton Financial has approximately 8 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Pendleton Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Pendleton Financial's key employees include:

  • Operations Director: D. O. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.