Pension Architects Advisory Group LLC (New York)


Pension Architects Advisory Group LLC is a pension cosultant based in New York. It manages $412.54 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.

Pension Architects Advisory Group provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pension Architects Advisory Group: assets under management

The assets under management (AUM) of Pension Architects Advisory Group LLC is $412.54 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $120.28 million in discretionary accounts and $292.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.01 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $16.24 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pension Architects Advisory Group LLC for their services and products based on a percentage of assets under management 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.

Careers at Pension Architects Advisory Group LLC

Philip Edward Steele has been acting as President since 1 Aug 2013. Kurt Patrick Miscinski joined the executive team most recently as the Manager.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Pension Architects Member 1 Aug 2013 50% - 75% 164198
Philip Edward Steele President 1 Aug 2013 25% - 50% 1067453
Sharon Steele Member 1 Aug 2013 25% - 50% 5426364
Robert Joseph Seco Chief compliance officer 1 Aug 2013 Other 5637325
Kurt Patrick Miscinski Manager 1 Aug 2015 Other 2694200

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
New York Private Bank And Trust Corporation Parent corporation 1 Dec 2003 75% - 100% 20-0136064
Emigrant Bancorp Parent corporation 1 Dec 2003 75% - 100% 13-3780951
Paul Milstein 1998 Revocable Trust Grantor trust 1 Feb 2004 75% - 100% 4759415
Emigrant Bank Parent corporation 1 Dec 2009 50% - 75% 13-5052245
Hpm Partners Llc Member 1 Apr 2012 75% - 100% 151559

Based in New York

The principal office where Pension Architects Advisory Group LLC performs its advisory services is located at 6 East 43 Rd Street, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-850-4284 or by fax 913-491-7977. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at pensionarchitects.com.