Pensionmark Financial Group

Firm Profile

KEY CONTACTS
Troy Hammond, (805) 456-6262,
troy.hammond@pensionmark.com
WEBSITE pensionmark.com

PRIMARY MARKET(S) SERVED
Micro – (< $1 million)
Small – ($1 million – $10 million)
Mid – ($10 million – $100 million)
Large – ($100 million – $250 million)

OPTIONS AVAILABLE
• Retirement sales desk representatives
• Business development consultants
• 3rd party vendor analysis tool
• 3rd party investment analysis tool
• Benchmarking tools
• Plan sponsor fiduciary training

3rd Party Clearing BD: N/A