Pinder Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pinder Financial is a state-registered investment adviser established in 2022 that offers tailored asset management and advisory services to individuals and business clients, including corporate pension and profit-sharing plans. The firm conducts client intake through detailed information gathering and provides ongoing monitoring, trading as necessary, and regular client communication by phone, email, or in-person appointment.
The firm’s investment process uses a combination of fundamental and technical analysis and Modern Portfolio Theory to select and allocate funds and construct portfolios, with periodic rebalancing and tax‑aware trade considerations. Pinder Financial generally manages accounts on a non-discretionary basis and provides ERISA 3(21) fiduciary services and pension consulting for retirement plans, including investment screening, replacement-fund selection, assistance with qualified default investment alternatives, sample investment policy statements, and quarterly plan reviews.
Noteworthy for a newly formed, small adviser, the brochure emphasizes consulting and non-discretionary plan services alongside individual portfolio management, reflecting a mix of retirement-plan work that is less common among solo independent firms. The brochure also describes the founder’s prior experience in real estate and as a registered associate at a broker-dealer, which may influence the firm’s familiarity with plan and real‑asset considerations.
Client services
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1% $2,000,000 - $5,000,000: 0.90% $5,000,000 - $10,000,000: 0.80% $10,000,000+: 0.70% (negotiable)
Main office
6055 Francis St.
Jupiter FL 33458
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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