FLORIN PENSIONS LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 161038
- Registered since
- February 17, 2012
- Website
- florinpensions.com
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
Florin Pensions LLC is a limited liability company that has been SEC-registered since 2012 and operates across multiple states. The firm is owner-operated (individual owner type) and is characterized in FINTRX as a capital allocator whose primary advisory activity is the selection of other advisers. Its fee arrangement is listed as "Other," and it does not identify as an active ESG investor. The firm is not categorized as a pension consultant, is not a newly formed adviser, and has no related adviser relationships noted.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1EMMA COCKERTON
Founder & CEOCRD 6006114
Contacts
3 of 3CHARLES COCKERTON
FounderCRD 6006119
JOHN TUNSTALL
Senior Wealth AdvisorCRD 6033492
Kelci Laam
Administration ManagerCRD 7734625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 315 Montgomery St
- Time zone
- PT (UTC-8)
- Office locations
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