Pensionmark Financial Group

Overview

Pensionmark Financial Group is a financial services firm specializing in investment management and retirement planning solutions. Established in 1988, the firm offers a range of services including portfolio management, retirement plan consulting, and financial planning. With a team of over 450 advisors and staff across more than 60 locations in the United States, Pensionmark manages assets totaling approximately $26.6 billion, serving over 4,000 retirement plan clients. The firm's investment approach focuses on a diversified portfolio across various asset classes, including fixed income, private equity, real estate, and venture capital. Pensionmark's clientele spans multiple industries such as financial services, healthcare, technology, energy, consumer goods, telecommunications, media, retail, manufacturing, transportation, utilities, materials, real estate, financial technology, and biotechnology. The firm has a history of strategic growth, including an acquisition in April 2023, and is owned by World Insurance Associates, having been acquired on March 16, 2022. Pensionmark is headquartered in Santa Barbara, California, and operates nationwide, providing comprehensive financial solutions to a diverse client base.