Pensionmark Financial Group

Description

• Pensionmark Financial Group was founded in 1988 as a consulting firm dedicated to the retirement plan industry. Pensionmark now has over $190 billion in estimated plan assets and over 4,000 corporate retirement plans under advisement. With 450 advisors and staff throughout the United States, we have assembled committed and experienced professionals with one guiding purpose in mind: to help Plan Sponsors and Individual Investors meet and exceed their retirement plan needs and obligations. Pensionmark was named as the PLANSPONSOR Retirement Plan Advisor Team of the Year by PLANADVISER Magazine (1), and ranked No. 50 among financial services firms and No. 826 overall in the 2013 Inc. 500|5000 list (2). (1) September/October 2013. Nominated by industry professionals and selected by PLANADVISER committee and based on a qualitative evaluation of service levels(2) Ranked according to percentage three-year revenue growth. Companies must have been founded and generating revenue by March 31, 2009, be U.S.-based, privately held, for profit, and independent as of December 31, 2012. The minimum revenue required for 2009 is $100,000; the minimum for 2012 is $2 million.) Pensionmark® Financial Group, LLC (Pensionmark) is an investment adviser registered under the Investment Advisers Act of 1940. Financial Advisors at Pensionmark may also be registered representatives of CapFinancial Securities, LLC (member SIPC), which is affiliated with Pensionmark through common ownership.
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  Headquarters:24 East Cota Street Suite 200, Santa Barbara, California, United States

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  Phone Number: +1 805-456-6260

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  Website: https://www.pensionmark.com

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  Employees:138

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  Revenue:$10 - 50M

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  Legal Name:Pensionmark Financial Group

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• |  NAICS Code: 523930  |

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