The Pension Group
The Pension Group is an SEC-registered mass-market adviser in Dublin, OH with $182.4M assets under management (AUM, regulatory AUM), +28% over one year. See who owns The Pension Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 293819, SEC 801-132293, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $182.4M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Dublin, OH
- Employees
- 9
- Clients
- 599
- CRD
- 293819
- Ownership
- Martinez, Michael, John; DUNSMORE, LAURIE, JEAN
How much AUM does The Pension Group have?
The Pension Group reported $182.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns The Pension Group?
Disclosed owners and executives of The Pension Group include Martinez, Michael, John, DUNSMORE, LAURIE, JEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.