A complete list of active advisors currently associated with Pindex Advisors, LLC

Warmer can help you find a great advisor at Pindex Advisors, LLC or one who fits your needs even better.

PenDex Advisors, LLC provides investment advisory and brokerage services to both individual and institutional clients, including portfolio management for individual investors and relationships with high‑net‑worth clients. The firm offers an asset‑based discretionary portfolio program as well as a commission‑based brokerage/consulting program for clients who prefer direct equity and options trading. The firm’s investment process uses charting, fundamental and technical analysis, and cyclical timing services, and it explicitly employs market‑timing techniques alongside short‑term trading, margin, short sales and option strategies (including uncovered option positions). Accounts may be managed on a discretionary basis through the portfolio program or on a non‑discretionary, ticket/commission basis with execution routed through a designated broker‑dealer and clearing firm. Compared with many peers, PenDex’s combination of a small client base and relatively low assets under management with active commission‑based trading, market‑timing approaches, and the potential sale of commissionable products (including ongoing 12b‑1 arrangements) is uncommon. The firm does not charge performance‑based fees, does not serve as a private fund adviser, and currently does not maintain sub‑advisor relationships.

To learn more about the advisors currently working at Pindex Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.