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 $87 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 | Didi Hirsch Mental Health Services | 501(c)(3) | Culver City, CA | ||
| 9 | EAH Housing | 501(c)(3) | San Rafael, CA | ||
| 10 | Khan Academy | 501(c)(3) | Mountain View, 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 Newport Trust Company, Sei Investments, Bank Of New York Mellon, RBC Wealth Management, Ubs Financial Services Inc, Kestra Advisory Services LLC, Matrix Trust Company, Raymond James and Associates, Marquette and Associates, and Fidelity.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.