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PENSION FUND EVALUATIONS, INC.
CRD 10985 · SEC 801-15614
2450 MIDDLE COUNTRY RD, CENTEREACH, NY, 11720, United States
Phone
631-585-8282
Fax
631-585-8343
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
3 total employees; 2 advisory reps; 18 broker-dealer reps
Clients
—
Fees
Fixed fees
Org form
Other (specify)
Filing date
2024-03-28
Disciplinary history
Yes
Services
Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 20 | — |
| Corporations/business entities | 1 | $0 |
All web addresses on file
Official SEC filing: View on IAPD