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
Paul Phelan (CRD# 4497717) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Rockville, MD and has over 22 years of experience in the finance industry.
Christopher Phillips (CRD# 4476818) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in San Mataeo, CA and has over 22 years of experience in the finance industry.
Mark Porter (CRD# 1106303) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Austin, TX and has over 40 years of experience in the finance industry.
David Radoccia (CRD# 1442962) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 38 years of experience in the finance industry.
Joe Ramon (CRD# 4328785) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 23 years of experience in the finance industry.
Prashant Ravani (CRD# 2875899) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 27 years of experience in the finance industry.
Robert Recchia (CRD# 801806) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Poway, CA and has over 28 years of experience in the finance industry.
Robert Reilly (CRD# 2013323) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Falls Church, VA and has over 24 years of experience in the finance industry.
Rogelio Rocha (CRD# 2474509) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Los Angeles, CA and has over 29 years of experience in the finance industry.
Walter Salyer (CRD# 4824579) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Garden Ridge, TX and has over 17 years of experience in the finance industry.