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
Windy Fino (CRD# 6124090) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 7 years of experience in the finance industry.
Mary Francisco (CRD# 1832319) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 21 years of experience in the finance industry.
Sarah Fullerton (CRD# 6452906) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Denver, CO and has over 9 years of experience in the finance industry.
Ryan Gensicke (CRD# 5681407) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Irvine, CA and has over 14 years of experience in the finance industry.
Erik Gotrik (CRD# 6326113) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Madison, WI and has over 9 years of experience in the finance industry.
William Hagebusch (CRD# 3111874) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 25 years of experience in the finance industry.
Brian Halbert (CRD# 5164875) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Garden Ridge, TX and has over 10 years of experience in the finance industry.
Troy Hammond (CRD# 2254232) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 31 years of experience in the finance industry.
Fred Hamsayeh (CRD# 2903522) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in San Diego, CA and has over 22 years of experience in the finance industry.
Christopher Harless (CRD# 5362525) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Santa Barbara, CA and has over 16 years of experience in the finance industry.