Pension Consultants Inc is a large advisory firm based in Springfield. It manages $3.26 billion of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arkansas, Indiana, Kansas, and 4 other states.
Pension Consultants provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, educational seminars and workshops, and consulting; plan participant advisory services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pension Consultants Inc is $3.26 billion. The firm's AUM has grown by 1159% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pension Consultants Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Pension Consultants is pension and profit sharing plans with 57 clients and $3.21 billion of assets under management. Among the 10 most similar advisory firms, Pension Consultants has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $3.26 billion for 99 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Pension Consultants doesn't advise any private funds.
The company employs 22 people that are either part- or full-time employees. 55 percent of the employees work as investment advisers or researchers. 12 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Pension Consultants Inc performs its advisory services is located at 300 South Campbell Ave., Springfield, MO 65806, which is also the mailing address of the firm. An additional office of the firm is in Joplin, MO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 417.889.4918 or by fax 417.889.9962. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at pension-consultants.com and its LinkedIn profile.