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| Happy Holidays!! thanks for using AUM13F!! |
| Pension Consultants Inc
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|---|---|
| CRD # | 113914 |
| SEC # | 801-56704 |
| CIK # | |
| AUM | $4.9 B (2025-03-03) |
| Employees | 18 (33% Investors, 0% Brokers) |
| Phone | 417-889-4918 |
| Address | 300 South Campbell Ave Springfield, MO 65806 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 0.0 |
| (b) Individuals (high net worth individuals) | 13 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 50 | 4.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 146 | 4.9 |
| By Discretionary | ||
| Discretionary | 125 | 2.4 |
| Non-Discretionary | 21 | 2.6 |
| Total | 146 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 146 | 4.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Todd Asset Management LLC
✚
|
KY | 5.1 |
|
Procourse Fiduciary Advisors LLC
✚
|
IN | 5.1 |
|
SVB Wealth LLC
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|
MA | 5.0 |
|
Richard Bernstein Advisors LLC
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|
NY | 5.0 |
|
RFG Advisory LLC
✚
|
AL | 4.9 |
|
Stratos Wealth Advisors LLC
✚
|
OH | 4.9 |
|
SYM Financial Corporation
✚
|
IN | 4.9 |
|
Creativeone Wealth LLC
✚
|
KS | 4.8 |
|
Stacey Braun Associates Inc
✚
|
NY | 4.8 |
|
Alesco Advisors LLC
✚
|
NY | 4.8 |