About Pensionmark Financial Group
Pensionmark Financial Group was founded in 1988 as a consulting firm dedicated to the retirement plan industry. Pensionmark now has over 5000 corporate retirement plans and $76 billion* in assets supported. With 350 advisors and staff throughout the United States, we have assembled committed and experienced professionals with one guiding purpose in mind: to help employer and individual investors meet and exceed their retirement plan goals.
*As of 12/31/2022, the Pensionmark network of advisors and firms provides support to over $76 billion in assets across a variety of channels, including investment management and retirement plan consulting services, which includes regulatory assets under management (AUM) of over $18 billion.
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
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51-200 employees
View all Pensionmark Financial Group employees
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Financial Services
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$10M–$50M
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888-201-5488
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24 E. Cota Street Ste. 200, Santa Barbara, CA 93101, US
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1988
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Wealth Management, Retirement Planning, Financial Planning, Not-For-Profit, Defined Benefit Pension, Executive Deferred Compensation, 401(K) Profit Sharing
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Pensionmark Financial Group Alternatives
Frequently Asked Questions about Pensionmark Financial Group
Pensionmark Financial Group headquarters is located at 24 E. Cota Street Ste. 200, Santa Barbara, CA 93101, US.
Pensionmark Financial Group generates an estimated $10M–$50M annually, based on industry analysis and publicly available market data.
You can contact Pensionmark Financial Group by calling 888-201-5488.
Pensionmark Financial Group headquarters is located at 24 E. Cota Street Ste. 200, Santa Barbara, CA 93101, US.
Pensionmark Financial Group generates an estimated $10M–$50M annually, based on industry analysis and publicly available market data.
You can contact Pensionmark Financial Group by calling 888-201-5488.
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