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
Kristen Deevy (CRD# 3168635) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Littleton, CO and has over 25 years of experience in the finance industry.
Phillip Denney (CRD# 2521046) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Sherwood, AR and has over 29 years of experience in the finance industry.
Matthew Digennaro (CRD# 2220725) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Saint Petersburg, FL and has over 23 years of experience in the finance industry.
Valerie Digennaro (CRD# 6510521) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in St Petersburg, Fl, FL and has over 8 years of experience in the finance industry.
Andrew Doering (CRD# 6337529) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 7 years of experience in the finance industry.
Antonio Dominguez (CRD# 4862020) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in San Ramon, CA and has over 19 years of experience in the finance industry.
Leslie Drewry (CRD# 6305710) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 5 years of experience in the finance industry.
Mark Duran (CRD# 4307804) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Saint Petersburg, FL and has over 18 years of experience in the finance industry.
James Edmiaston (CRD# 4492391) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Fayetteville, AR and has over 22 years of experience in the finance industry.
Michele Farfan (CRD# 6360070) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Tempe, AZ and has over 9 years of experience in the finance industry.