|
⚲
|
| Pension Consultants Inc
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|
|
|---|---|
| CRD # | 113914 |
| SEC # | 801-56704 |
| CIK # | |
| AUM | $5.4 B (2026-03-31) |
| Employees | 17 (35% Investors, 0% Brokers) |
| Phone | 417-889-4918 |
| Address | 300 South Campbell Ave Springfield, MO 65806 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 0.0 |
| (b) Individuals (high net worth individuals) | 15 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 50 | 5.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 155 | 5.4 |
| By Discretionary | ||
| Discretionary | 135 | 2.5 |
| Non-Discretionary | 20 | 2.9 |
| Total | 155 | 5.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.4 | |
| Total | 155 | 5.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Alesco Advisors LLC an ESL Company
✚
|
NY | 5.6 |
|
Stratos Wealth Advisors LLC
✚
|
OH | 5.6 |
|
Stacey Braun Associates Inc
✚
|
NY | 5.5 |
|
Procourse Fiduciary Advisors LLC
✚
|
IN | 5.5 |
|
Frontier Asset Management LLC
✚
|
WY | 5.5 |
|
Sentry Management Inc
✚
|
TX | 5.4 |
|
Integrity Alliance LLC
✚
|
IA | 5.4 |
|
Western Wealth Management LLC
✚
|
CO | 5.4 |
|
Alera Investment Advisors LLC
✚
|
IL | 5.3 |
|
Linscomb Wealth Inc
✚
|
TX | 5.2 |