The Pension Group
The Pension Group (CRD# 293819) is a financial advisory firm headquartered in Dublin, OH. They manage $80,484,710 in 458 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management80MILLION
-
Total Number of Accounts458ACCOUNTS
-
Average Account Value$175,731
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, CA, FL, GA, NC, OH, SC
Financial Advisors at The Pension Group
1
Michael Martinez (CRD# 2978914) is an Investment Advisor Representative working at The Pension Group in Dublin, OH and has over 20 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.