PENSION FUND EVALUATIONS, INC.
Firm details
- Headquarters
- CENTEREACH, New York
- CRD number
- 10985
- Registered since
- November 14, 1980
- Website
- www.pfeval.com
- Fee structure
- Fixed Fees
- Services
- Pension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Pension Fund Evaluations, Inc. is a specialized firm focused on providing pension consulting services and selecting other advisers for institutional clients. Established in 1980, the firm operates as a broker-dealer and is classified as a capital allocator. Its primary clientele consists of institutional investors, which reflects its expertise in managing complex pension-related financial needs. The firm employs a fixed fee structure, allowing for transparent pricing in its advisory services.
Assets & Accounts
Public Holdings
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
Contacts
3 of 3GREGORY PHILIPPS
PresidentCRD 1544670
MARY PELLICANI
Senior Vice PresidentCRD 2679708
ROBERT LETWINS
Executive Vice PresidentCRD 5524971
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CENTEREACH, NY
SUFFOLK
Location
CENTEREACH, NY
Headquartered in CENTEREACH, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SUFFOLK
- Address
- 2450 Middle Country Rd
- Time zone
- ET (UTC-5)
- Office locations
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