Pensionmark Financial is an investment advisor in Santa Barbara with $26.62 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
611758632
SEC advisor number
801-96193
FINRA CRD number
208512
AUM ?
$37.76 bn
(as of 30 Mar 24)
Accounts
11,973
(as of 30 Mar 24)
Employees
324
(166 investment advisory or research)
Address
Pensionmark Financial
24 E. COTA STREET, SUITE 200
SANTA BARBARA
CA 93101
24 E. COTA STREET, SUITE 200
SANTA BARBARA
CA 93101
Phone
805-456-6265
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21