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
Jonathan Martinez (CRD# 6705725) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Irvine, CA and has over 7 years of experience in the finance industry.
Deborah Matustik (CRD# 2485501) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Austin, TX and has over 29 years of experience in the finance industry.
Timothy McGrath (CRD# 2457062) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Waukesha, WI and has over 30 years of experience in the finance industry.
William McLemore (CRD# 5984330) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Little Rock, AR and has over 7 years of experience in the finance industry.
James McQuaid (CRD# 2931231) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in North Barrington, IL and has over 26 years of experience in the finance industry.
James McQuaid (CRD# 5742979) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in North Barrington, IL and has over 14 years of experience in the finance industry.
Thomas Ming (CRD# 4885949) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Bakersfield, CA and has over 17 years of experience in the finance industry.
Michael Morris (CRD# 1887409) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Cleves, OH and has over 34 years of experience in the finance industry.
James Moyes (CRD# 5135222) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Lehi, UT and has over 17 years of experience in the finance industry.
Andrea Mullins (CRD# 2081957) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Saint Petersburg, FL and has over 8 years of experience in the finance industry.