Pensionmark Financial Group, LLC
Pensionmark Financial Group, LLC (CRD# 208512) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $26,622,603,339 in 7,380 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management26,623MILLION
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Total Number of Accounts7,380ACCOUNTS
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Average Account Value$3,607,399
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
Michael Abate (CRD# 2315733) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in New York, NY and has over 29 years of experience in the finance industry.
Jason Aceituno (CRD# 6482246) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in San Mateo, CA and has over 5 years of experience in the finance industry.
Michael Aguado (CRD# 4402740) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in San Ramon, CA and has over 21 years of experience in the finance industry.
Christopher Barrett (CRD# 1589965) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Providence, RI and has over 36 years of experience in the finance industry.
Erik Berry (CRD# 6393125) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Rogers, AR and has over 9 years of experience in the finance industry.
Anthony Black (CRD# 5043431) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 17 years of experience in the finance industry.
Charles Blanton (CRD# 1339840) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 38 years of experience in the finance industry.
Melanie Brown (CRD# 4708529) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Burlington, VT and has over 19 years of experience in the finance industry.
Kevin Buckley (CRD# 2530103) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Wexford, PA and has over 19 years of experience in the finance industry.
David Camper (CRD# 2942105) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Roanoke, VA and has over 18 years of experience in the finance industry.