Pension Partners, LLC

Pension Partners, LLC (CRD# 125772) is a financial advisory firm headquartered in San Juan, PR. They manage $23,000,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
705 Calle Estado, San Juan, PR 00907
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $884,615
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PR

Financial Advisors at Pension Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward Dempsey, financial advisor San Juan PR
Edward M. Dempsey
CRD#: 1726564
San Juan, PR

Edward Dempsey (CRD# 1726564) is an Investment Advisor Representative working at Pension Partners, LLC in San Juan, PR and has over 36 years of experience in the finance industry.

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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