Pension Parameters Financial Services, Inc. is a mid-sized advisory firm based in New York. It manages $62.56 million of regulatory assets for 43 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of New Jersey and New York.
Pension Parameters Financial Services provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pension Parameters Financial Services, Inc. is $62.56 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Pension Parameters Financial Services, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Kevin Francis Mccormack is pension and profit sharing plans with 35 clients and $57.19 million of assets under management. Among the 2 most similar advisory firms, Pension Parameters Financial Services has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $62.56 million for 43 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Pension Parameters Financial Services doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kevin Francis Mccormack has been acting as President since 1 Sep 2006. Marjorie Mantas has served as the Chief Investment Officer since 1 Jan 2006. Pauline Dana Bashian joined the executive team most recently as the Chief Compliance Officer.
The principal office where Pension Parameters Financial Services, Inc. performs its advisory services is located at 1441 Broadway, New York, NY 10018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-675-9360 or by fax 732-583-6991. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at pensionparameters.com.