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PENSION PARAMETERS FINANCIAL SERVICES, INC.
PENSION PARAMETERS FINANCIAL SERVICES, INC.
ABERDEEN, New Jersey
·
4 registered advisors
·
CRD# 110405
SEC# 801-40100
1
732-583-1313
01
Firm Overview
AUM
$77M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at PENSION PARAMETERS FINANCIAL SERVICES, INC.
4 registered advisors
Amelia M Soto
NEW YORK, New York
CRD# 2512901
Kevin Francis Mccormack
ABERDEEN, New Jersey
CRD# 4390909
Marjorie Mantas
ABERDEEN, New Jersey
CRD# 5151891
Pauline Dana-Bashian
ABERDEEN, New Jersey
CRD# 4773156
05
Office Locations
ABERDEEN, New Jersey
3 advisors
NEW YORK, New York
1 advisor
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Data sourced from SEC Form ADV filings. PENSION PARAMETERS FINANCIAL SERVICES, INC. (CRD# 110405) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.