Pensionmark Financial Group LLC is a firm that provides financial advisor, fiduciary trustee, third party administration, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California and Texas (although they are present in other states as well).
Most Pensionmark Financial Group LLC clients are outpatient health care practitioners and facilities, individual and family services, elementary and secondary schools, and community housing services with revenues ranging from $22 million to $96 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Roundabout Theatre Company | 501(c)(3) | New York, NY | ||
| 2 | American Society of Association Executives | 501(c)(6) | Washington, DC | ||
| 3 | Wayfinder Family Services | 501(c)(3) | Los Angeles, CA | ||
| 4 | Brethren Hillcrest Homes | 501(c)(3) | La Verne, CA | ||
| 5 | Presidio Knolls School | 501(c)(3) | San Francisco, CA | ||
| 6 | St John's Community Health (SJWCFC) | 501(c)(3) | Los Angeles, CA | ||
| 7 | Lone Star Circle of Care (LSCC) | 501(c)(3) | Georgetown, TX | ||
| 8 | Khan Academy | 501(c)(3) | Mountain View, CA | ||
| 9 | Didi Hirsch Mental Health Services | 501(c)(3) | Culver City, CA | ||
| 10 | EAH Housing | 501(c)(3) | San Rafael, CA | ||
| ... | and 40 more Pensionmark Financial Group LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Pensionmark Financial Group LLC in the nonprofit sector include Benefit Plans Admin Services, Inc., Minnesota Life Insurance Company, Fiduciary Investment Advisors, RBC Capital Markets, Towers Watson, Kestra Advisory Services LLC, Matrix Trust Company, Marquette and Associates, Raymond James and Associates, and Fidelity.
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