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Building 2PENSION PARTNERS, LLC

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Phone212-255-5000
NotebookSEC #801-68091
Total AUM
$23.5M
Employees
1
Clients
24

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
212-255-5000

ReceiptFinancials

Total AUM
$23.5M
Accounts
24
Discretionary
$23.5M
Accounts
24
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
9
AUM
$4M
HNW Individual Clients
13
AUM
$17.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1M
Charitable Organization Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNJNYPR

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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