Pensionassets, LLC

Pensionassets, LLC (CRD# 147378) is a financial advisory firm headquartered in Plano, TX. They manage $4,463,178 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Pensionassets, LLC
Showing 1 - 1 of 1 top financial advisors.
Yean K. Liew
CRD#: 5539940
700 E. Park Blvd., Suite 108, Plano, TX 75074

Yean Liew (CRD# 5539940) is an Investment Advisor Representative working at Pensionassets, LLC in Plano, TX and has over 9 years of experience in the finance industry.

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