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
Spencer Wright (CRD# 2976593) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Austin, TX and has over 26 years of experience in the finance industry.
Evan Adams (CRD# 4896524) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Phoenix, AZ and has over 19 years of experience in the finance industry.
Paul Blank (CRD# 7430340) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Exton, PA and has over 2 years of experience in the finance industry.
Evan Boger (CRD# 7413932) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.
Kacie Burger (CRD# 5448452) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Ambler, PA and has over 16 years of experience in the finance industry.
Logan Darby (CRD# 7695002) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Rogers, AR and has 1 year of experience in the finance industry.
Susana Estrada-Abundis (CRD# 6825398) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 4 years of experience in the finance industry.
Angela Faridnia-Brumm (CRD# 5165176) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Tempe, AZ and has over 17 years of experience in the finance industry.
Ryne Fessler (CRD# 7777651) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Bakersfield, CA and has 1 year of experience in the finance industry.
Evan Fitzpatrick (CRD# 5397990) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Lansdale, PA and has over 3 years of experience in the finance industry.