Be advised. This firm is no longer registered.

Pension Builders And Consultants/adviceware

Pension Builders And Consultants/adviceware (CRD# 164400) is a financial advisory firm headquartered in Rocky River, OH. They manage $615,000,000 in 500 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
20006 Detroit Road, Suite 203, Rocky River, OH 44116
http://www.pensionbuilders.com
By the Numbers
  • Total Assets Under Management
    615
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $1,230,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Pension Builders And Consultants/adviceware
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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