Pensionassets, LLC (CRD# 147378) is a financial advisory firm headquartered in Plano, TX. They manage $5,490,650 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$457,554
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Yean Liew (CRD# 5539940) is an Investment Advisor Representative working at Pensionassets, LLC in Plano, TX and has over 10 years of experience in the finance industry.