Pensionmark Financial Group, LLC
Pensionmark Financial Group, LLC (CRD# 208512) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $37,759,764,327 in 11,973 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management37,760MILLION
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Total Number of Accounts11,973ACCOUNTS
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Average Account Value$3,153,743
- 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)
- 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
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
James Vanke (CRD# 4446888) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Atlanta, GA and has over 12 years of experience in the finance industry.
David Vaughan (CRD# 4747122) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Irvine, CA and has over 20 years of experience in the finance industry.
Matthew Voecks (CRD# 4666844) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 20 years of experience in the finance industry.
George Warburg (CRD# 6715402) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Warwick, RI and has over 5 years of experience in the finance industry.
Eric Ward (CRD# 2158290) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Louisville, KY and has over 32 years of experience in the finance industry.
Richard Wedge (CRD# 2071103) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 33 years of experience in the finance industry.
Benjamin Westney (CRD# 6258437) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Garden Ridge, TX and has over 10 years of experience in the finance industry.
Tony Winkeljohn (CRD# 2272603) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 31 years of experience in the finance industry.
Michael Woods (CRD# 2453768) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 25 years of experience in the finance industry.
Bryan Wright (CRD# 2452244) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Denver, CO and has over 25 years of experience in the finance industry.