Overview
Assets Under Management: $142 million
Headquarters: DUBLIN, OH
High-Net-Worth Clients: 2
Average Client Assets: $60 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.50
Average High-Net-Worth Client Assets: $60 million
Total Client Accounts: 744
Discretionary Accounts: 744
Regulatory Filings
CRD Number: 293819
Filing ID: 1948929
Last Filing Date: 2025-03-03 10:47:00
Website: https://www.thepensiongroup.com