Pension Parameters Financial Services, Inc.
Pension Parameters Financial Services, Inc. is an SEC-registered ria with $77.3M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Pension Parameters Financial Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110405, data through 2020-05-08.
- AUM (assets under management / regulatory AUM)
- $77.3M (2020-05-08)
- Firm type
- Ria
- Employees
- 6
- Clients
- 47
- CRD
- 110405
- Ownership
- HAAS, BARBARA; SOTO, AMELIA, M; DANABASHIAN, PHILLIP; MCCORMACK, KEVIN; DANA-BASHIAN, PAULINE
How much AUM does Pension Parameters Financial Services, Inc. have?
Pension Parameters Financial Services, Inc. reported $77.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2020-05-08).
Who owns Pension Parameters Financial Services, Inc.?
Disclosed owners and executives of Pension Parameters Financial Services, Inc. include HAAS, BARBARA, SOTO, AMELIA, M, DANABASHIAN, PHILLIP, MCCORMACK, KEVIN, DANA-BASHIAN, PAULINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.