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 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    26,623
    MILLION
  • Total Number of Accounts
    7,380
    ACCOUNTS
  • Average Account Value
    $3,607,399
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, 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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Pensionmark Financial Group, LLC
Showing 1 - 10 of 163 top financial advisors.
1
Michael Abate
CRD#: 2315733
15 West 38th St. 10th Floor, Suite 1017, New York, NY 10018

Michael Abate (CRD# 2315733) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in New York, NY and has over 30 years of experience in the finance industry.

2
Jason Aceituno
CRD#: 6482246
1850 Gateway Dr, Ste 700, San Mateo, CA 94404

Jason Aceituno (CRD# 6482246) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in San Mateo, CA and has over 6 years of experience in the finance industry.

3
Michael A. Aguado
CRD#: 4402740
12647 Alcosta Boulevard, Suite 440, San Ramon, CA 94583

Michael Aguado (CRD# 4402740) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in San Ramon, CA and has over 22 years of experience in the finance industry.

4
Christopher Barrett
CRD#: 1589965
475 Kilvert Street, Suite 350, Warwick, RI 02886

Christopher Barrett (CRD# 1589965) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Warwick, RI and has over 37 years of experience in the finance industry.

5
Erik B. Berry
CRD#: 6393125
5305 Village Pkwy, Suite 5, Rogers, AR 72758

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.

6
Anthony J. Black
CRD#: 5043431
24 E. Cota Street, Suite 200, Santa Barbara, CA 93101

Anthony Black (CRD# 5043431) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 18 years of experience in the finance industry.

7
Charles B. Blanton
CRD#: 1339840
24 E. Cota Street, Suite 200, Santa Barbara, CA 93101

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.

8
Kyle R. Bochat
CRD#: 6298931
332 Washington St. Nw, Gainesville, GA 30501

Kyle Bochat (CRD# 6298931) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Gainesville, GA and has over 9 years of experience in the finance industry.

9
Melanie H. Brown
CRD#: 4708529
346 Shelburne Road, Burlington, VT 05403

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.

10
Kevin D. Buckley
CRD#: 2530103
115 Vip Drive, Suite 120, Wexford, PA 15090

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.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.