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PENSION CONSULTANTS INC

300 South Campbell Ave.
Springfield, Missouri 65806
Tel: 417.889.4918

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About PENSION CONSULTANTS INC

PENSION CONSULTANTS INC, formally registered with the SEC as PENSION CONSULTANTS INC. The firm was established in 07/23/1999. They have over 3 offices throughout the country.

PENSION CONSULTANTS INC is a Springfield, Missouri based Financial Planning firm with nearly $4,921,817,688 assets under management, offering retirement planning & investment advisory services to 146 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#113914
SEC#801-56704
Assets Managed by Firm$4,921,817,688
No. of Clients146
No. of Advisors18

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Performance Based
  • Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (CONSULTING; PLAN PARTICIPANT GUIDANCE SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total146$4,921,817,688
Individuals (other than high net worth individuals)26$11,642,718
High net worth individuals13$38,611,324
Pension and profit sharing plans50$4,871,563,646

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