Pensionmark Financial Group LLC is a firm that provides financial advisor, third party administration, fiduciary trustee, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California, Texas, and Vermont (although they are present in other states as well).
Most Pensionmark Financial Group LLC clients are inpatient nursing, hospice, and rehabilitative care facilities, religious organizations, colleges, universities, and professional schools, outpatient health care practitioners and facilities, assisted living and continuing care retirement communities, other residential care facilities, and child and youth services with revenues ranging from $19 million to $113 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Community Research Foundation (CRF) | 501(c)(3) | San Diego, CA | ||
| 2 | ODD Fellows Home of California | 501(c)(3) | Saratoga, CA | ||
| 3 | Hope Hospice | 501(c)(3) | New Braunfels, TX | ||
| 4 | Champlain College | 501(c)(3) | Burlington, VT | ||
| 5 | Champlain Housing Trust | 501(c)(3) | Burlington, VT | ||
| 6 | Covenant Kids | 501(c)(3) | Arlington, TX | ||
| 7 | Santa Barbara Botanic Garden (SBBG) | 501(c)(3) | Santa Barbara, CA | ||
| 8 | Center for Health Care Strategies | 501(c)(3) | Hamilton, NJ | ||
| 9 | California Nevada Methodist Homes (CNMH) | 501(c)(3) | Oakland, CA | ||
| 10 | The Children's Shelter | 501(c)(3) | San Antonio, TX | ||
| ... | and 3 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 Usi Consulting Group, Edward Jones, Merrill Lynch Pierce Fenner and Smith, Reliance Trust Company, Pentegra Services Inc., Resources Investment Advisors, Inc., Fiduciary Investment Advisors, Minnesota Life Insurance Company, NFP Retirement Inc., and RBC Capital Markets.
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