Kelly Majdan's Contact Details

Kelly Majdan's Company Details

Pensionmark, A World Company

Santa Barbara, California, US • 250 - 499 Employees
Financial Services

Pensionmark Financial Group was founded in 1988 as a consulting firm dedicated to the retirement plan industry. Pensionmark now has over 5000 corporate retirement plans and $76 billion* in assets supported. With 350 advisors and staff throughout the United States, we have assembled committed and experienced professionals with one guiding purpose in mind: to help employers and individual investors meet and exceed their retirement plan goals. Meet the management team: https://pensionmark.com/management-team Find an Advisor: https://pensionmark.com/find-an-advisor *As of 12/31/2022, the Pensionmark network of advisors and firms provides support to over $76 billion in assets across a variety of channels, including investment management and retirement plan consulting services, which includes regulatory assets under management (AUM) of over $18 billion. Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).