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
George Kilborn (CRD# 1477767) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Providence, RI and has 1 year of experience in the finance industry.
John Kim (CRD# 4781735) 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.
Shaun King (CRD# 5158184) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Burlington, VT and has over 11 years of experience in the finance industry.
Molly Knapp (CRD# 3147116) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in San Mateo, CA and has over 25 years of experience in the finance industry.
Gregory Kutrow (CRD# 2562174) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Wilmington, NC and has over 29 years of experience in the finance industry.
Michele Lantz (CRD# 2164612) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Lancaster, CA and has over 32 years of experience in the finance industry.
Rick Lorence (CRD# 4727485) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Little Rock, AR and has over 12 years of experience in the finance industry.
James Lyday (CRD# 2286235) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 30 years of experience in the finance industry.
Katherine Mach (CRD# 5973447) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Fort Mill, SC and has over 9 years of experience in the finance industry.
Shannon Main (CRD# 2618544) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 28 years of experience in the finance industry.