Pensionmark Financial Group LLC is a firm that provides financial advisor, fiduciary trustee, third party administration, investment management, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in Texas and California (although they are present in other states as well).
Most Pensionmark Financial Group LLC clients are outpatient health care practitioners and facilities and elementary and secondary schools with revenues ranging from $20 million to $78 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Society of Association Executives | 501(c)(6) | Washington, DC | ||
| 2 | Wayfinder Family Services | 501(c)(3) | Los Angeles, CA | ||
| 3 | Presidio Knolls School | 501(c)(3) | San Francisco, CA | ||
| 4 | St John's Community Health (SJWCFC) | 501(c)(3) | Los Angeles, CA | ||
| 5 | Lone Star Circle of Care (LSCC) | 501(c)(3) | Georgetown, TX | ||
| 6 | Khan Academy | 501(c)(3) | Mountain View, CA | ||
| 7 | Didi Hirsch Mental Health Services | 501(c)(3) | Culver City, CA | ||
| 8 | Foundation Communities | 501(c)(3) | Austin, TX | ||
| 9 | National Conference of Bar Examiners (NCBE) | 501(c)(3) | Madison, WI | ||
| 10 | BioBridge Global (BBG) | 501(c)(3) | San Antonio, TX | ||
| ... | and 33 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 Fiduciary Investment Advisors, Benefit Plans Admin Services, Inc., Minnesota Life Insurance Company, Capfinancial Partners, LLC, RBC Capital Markets, Fidelity, Marquette and Associates, Kestra Advisory Services LLC, Matrix Trust Company, and Global Retirement Partners LLC.
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