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, other residential care facilities, and religious organizations with revenues ranging from $21 million to $107 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Roundabout Theatre Company | 501(c)(3) | New York, NY | ||
| 2 | Community Research Foundation (CRF) | 501(c)(3) | San Diego, CA | ||
| 3 | Hope Hospice | 501(c)(3) | New Braunfels, TX | ||
| 4 | Champlain College | 501(c)(3) | Burlington, VT | ||
| 5 | ODD Fellows Home of California | 501(c)(3) | Napa, CA | ||
| 6 | Champlain Housing Trust | 501(c)(3) | Burlington, VT | ||
| 7 | Covenant Kids | 501(c)(3) | Arlington, TX | ||
| 8 | California Nevada Methodist Homes (CNMH) | 501(c)(3) | Oakland, CA | ||
| 9 | Santa Barbara Botanic Garden (SBBG) | 501(c)(3) | Santa Barbara, CA | ||
| 10 | Center for Health Care Strategies | 501(c)(3) | Hamilton, NJ | ||
| ... | and 5 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 Well and Good LLC, CBIZ Investment Advisory Services, Capfinancial Partners, Kibble and Prentice, MML Investors Services, Onedigital Investment Advisors, Prudential Insurance Company, Fiduciary Investment Advisors, Minnesota Life Insurance Company, and RBC Capital Markets.
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