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PENSIONBEE

PENSIONBEE INC.

CRD 331741 · SEC 801-130697

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209 BLACKFRIARS ROAD, LONDON, VT, SE18NL, United Kingdom

Phone

+44(0)20 3457 8444

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$4.0M

Discretionary AUM

$4.0M

Team

15 total employees; 1 advisory reps; 345 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals345$4.0M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD