Pension Fund Evaluations, Inc.
● SEC registered since 1980CRD 10985Centereach, NY
Reg. AUM
—
Employees
—
Accounts
—
Location
Centereach, NY
About Pension Fund Evaluations
Pension Fund Evaluations is an independent investment consulting and commission recapture firm also providing TPA and recordkeeping services through alliances. It services Taft-Hartley, corporate, endowment, foundation, and governmental retirement plans, including fee disclosure compliance support.
Summary based on the firm’s website.
Pension Fund Evaluations, Inc. assets under management
Pension Fund Evaluations, Inc. is an investment advisory firm registered with the SEC based in Centereach, NY. The firm has been registered since 1980.
Pension Fund Evaluations, Inc. owners & executives
0 reportedNone reported.
Frequently asked questions
Where is Pension Fund Evaluations, Inc. located?
Pension Fund Evaluations, Inc. is based in Centereach, NY and has been SEC-registered since 1980.
Does Pension Fund Evaluations, Inc. disclose fund performance?
Pension Fund Evaluations, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2450 Middle Country Rd, Centereach, NY 11720 |
| Phone | 631-585-8282 |
| Fax | 631-585-8343 |
| SEC region | New York Regional Office (NYRO) |