Falists
← Back to search

PENSION CONSULTANTS INC

CRD 113914 · SEC 801-56704

Visit website

300 SOUTH CAMPBELL AVE., SPRINGFIELD, MO, 65806, United States

Phone

417.889.4918

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.42B

Discretionary AUM

$2.51B

Team

17 total employees; 6 advisory reps; 6 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Pension consultingPublication of periodicalsEducational seminarsCONSULTING; PLAN PARTICIPANT GUIDANCE SERVICES

Client types

TypeClientsAUM
Individuals23$12.1M
High net worth individuals15$46.6M
Pension/profit sharing plans50$5.37B

States served

AR, KS, NE, OK, MO

All web addresses on file

Official SEC filing: View on IAPD