The PENSION CONSULTANTS INC is a privately held investment adviser that advises $4.92Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PENSION CONSULTANTS INC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 29.22% over the last 5-years.
The Group has been registered with the SEC for 26.55 years and is comprised of 1 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 300 SOUTH CAMPBELL AVE., SPRINGFIELD, MO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 6 investment and 12 non-investment staff. The total number of Employees decreased by 10% over the last 5-years.
Their $4.92Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 50 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $4.87Bn or 98.98% of Total Assets and High Net Worth Individuals own $38.61mn or 0.78% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Pension and Profit Sharing Plans-Private and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
PENSION CONSULTANTS INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.
They have a HIGH-WATCH risk business model that requires a high degree of process maturity to manage operational risk. A Manager Group has a "High Complexity" when 25% or more of 63 business conditions measured require a high level of process maturity to manage the risk. The "Watch" suffix indicates that one or more of the following business conditions carry a high-complexity score: 1) % Fund Assets Valued Internally, 2) prior Regulatory Violations, 3) Unqualified Audits, 4) Multi-Functional C-Suite and 5) Business Concentration Risk with an Auditor or Administrator.
In PENSION CONSULTANTS INC's case, they have 10 business conditions that require high process maturity and 1 Watch Factors.