Pensionmark Financial Group LLC
Legal Name: PENSIONMARK FINANCIAL GROUP, LLC
Full Contact Details
Pensionmark Financial Group LLC
24 E. COTA STREET, SANTA BARBARA, CA
888-201-5488
678-679-6067
Other Info
Pensionmark Financial Group, LLC is a legally recognized Delaware Limited Liability Company with a team of 194 employees, 92 of whom work in advisory roles. While the number of clients served is unknown, the company's SEC status is listed as Approved with a registration date of May 6, 2015.
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Direct Owners
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JENNIFER A TANCK
EVP/CHIEF COMPLIANCE OFFICER owns less than 5%
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MICHAEL SEAN WOODS
EXECUTIVE VICE PRESIDENT owns less than 5%
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PENSIONMARK RETIREMENT GROUP
MEMBER owns more than 50% but less than 75%
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THE CAPFINANCIAL GROUP, LLC
MEMBER owns more than 25% but less than 50%
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TROY GLEN HAMMOND
CEO/PRESIDENT owns less than 5%
Indirect Owners
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CAPFINANCIAL HOLDINGS, INC.
MEMBER owns 75% or more
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JAMES FIELDING MILLER
PRESIDENT owns more than 25% but less than 50%
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TROY GLEN HAMMOND
PRESIDENT/CEO owns 75% or more