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Building 2THE PENSION GROUP

Map pinDUBLIN, OH
Phone614-423-4600
NotebookSEC #801-132293
Total AUM
$182.4M
Employees
9
Clients
599

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 STONEHENGE PARKWAY
SUITE B
DUBLIN
OH 43017
United States
Operating Hours
08:00AM-04:30PM
Monday - Friday
Phone
614-423-4600
Other Offices
1

ReceiptFinancials

Total AUM
$182.4M
Accounts
822
Discretionary
$182.4M
Accounts
822
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
589
AUM
$139.8M
HNW Individual Clients
10
AUM
$42.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLNCOHSC

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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