Pensionmark Financial Group, Llc
Santa Barbara, California
Pensionmark Financial Group, LLC is a leading regional investment advisory firm headquartered in Santa Barbara, CA. With over 60 offices, the firm serves a diverse clientele of over 3,310 individual clients. Their exceptional team of 244 employees, including 130 dedicated investment advisors, ensures the delivery of top-notch financial guidance and support.
With a remarkable track record, Pensionmark Financial Group manages an impressive $26,622,603,000 in assets under management. This includes 39% of discretionary assets, showcasing their expertise in tailored investment strategies. Their compensation structure encompasses vario...
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Assets Under Mgmt
$26.62B
Investment Professionals
130
Locations
59
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of self-regulatory organizations rules
Disciplined by self-regulatory organization or commodities exchange
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