Be advised. This firm is no longer registered.

Pensionassets, LLC

Pensionassets, LLC (CRD# 147378) is a financial advisory firm headquartered in Plano, TX. They manage $6,011,855 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $546,532
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Pensionassets, LLC
No Advisor Found.
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