Pensionmark Financial Group, LLC is a firm that provides financial advisor, consulting services, investment management, insurance agent or broker, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in California and Texas (although they are present in other states as well).
Most Pensionmark Financial Group, LLC clients are elementary and secondary schools, outpatient health care practitioners and facilities, individual and family services, and community housing services with revenues ranging from $28 million to $129 million.
Previous legal names, trade names, or just variations of their name include: Pensionmark Financial Group.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Best Buddies International | 501(c)(3) | Miami, FL | ||
| 2 | American Association for the Advancement of Science (AAAS) | 501(c)(3) | Washington, DC | ||
| 3 | Lifelong Learning Administration Corporation | 501(c)(3) | Lancaster, CA | ||
| 4 | Desert Sands Public Charter (CVC) | 501(c)(3) | Valencia, CA | ||
| 5 | Met Council | 501(c)(3) | New York, NY | ||
| 6 | Hospice of the East Bay | 501(c)(3) | Pleasant Hill, CA | ||
| 7 | Washington Yu Ying Public Charter School | 501(c)(3) | Washington, DC | ||
| 8 | Donor Network West | 501(c)(3) | San Ramon, CA | ||
| 9 | Texas Biomedical Research Institute | 501(c)(3) | San Antonio, TX | ||
| 10 | San Antonio Zoological Society | 501(c)(3) | San Antonio, TX | ||
| ... | and 21 more Pensionmark Financial Group, LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Pensionmark Financial Group, LLC in the nonprofit sector include Towers Watson, Minnesota Life Insurance Company, RBC Capital Markets, CBIZ Retirement Plan Services, NFP Retirement Inc., Morningstar, Captrust, Valic, CBIZ Benefits and Insurance Services, and Raymond James and Associates.
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