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
Nabih Nabti (CRD# 1461243) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Reston, VA and has over 38 years of experience in the finance industry.
Jaron Nemes (CRD# 5113487) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Atkinson, NH and has over 11 years of experience in the finance industry.
Glen Oconnor (CRD# 2499731) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Wexford, PA and has over 29 years of experience in the finance industry.
Sean Oflaherty (CRD# 2162057) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 32 years of experience in the finance industry.
Matthew Orme (CRD# 5990124) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Tempe, AZ and has over 12 years of experience in the finance industry.
Compass Corporate Retirement Solutions is an experienced group of corporate retirement plan consultants with over 20 years of experience in the corporate retirement plan industry. We are partnered with the nations top fiduciary management organizations so we have both the independence to manage our client relationships as we see fit and the fiduciary sure footing to ensure those same clients are meeting the highest standard of fiduciary oversight.
What We Do…
Our job is to make your firms retirement plan work for your rather than the other way around. We are uniquely qualified to assist and consult on your firms retirement program, acting as the named 3(21) fiduciary. With us acting as a fiduciary this can help mitigate some of the liability that comes along with having a company sponsored retirement plan.
William Orr (CRD# 1984094) is an Investment Advisor Representative working at Foresters Equity Services, Inc. in The Woodlands, TX and has over 26 years of experience in the finance industry.
Ryan Otoole (CRD# 6417292) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in New York, NY and has over 7 years of experience in the finance industry.
Mikko Passananti (CRD# 3225652) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in New York, NY and has over 21 years of experience in the finance industry.
Marek Pfeil (CRD# 5566488) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 8 years of experience in the finance industry.
Tuyen Pham (CRD# 2815844) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Ana, CA and has over 26 years of experience in the finance industry.