Paul Phelan's Contact Details

Paul Phelan's Company Details

Pensionmark

Santa Barbara, CA, 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 3,000 corporate retirement plans and $80 billion* in assets supported. With 300 advisors and staff throughout the United States, we have assembled committed and experienced professionals with one guiding purpose in mind: to help Plan Sponsors and Individual Investors meet and exceed their retirement plan needs and obligations. *As of 12/31/2020, the Pensionmark network of advisors and firms provides support to over $80.7 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 $24.2 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).