World Investment Advisors (Formerly Pensionmark)

Financial Services · 201 Employees
Phone Number: 18882015488
Email Address: info@pensionmark.com
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About
World Investment Advisors, formerly Pensionmark Financial Group, is a network of more than 350 advisors and staff across more than 65 U.S. locations that supports $55B* in assets and thousands of retirement plan and wealth management clients. The World Investment Advisors network of professionals includes wealth management, defined contribution, defined benefit, terminal funding, not-for-profit and executive/deferred compensation specialists. For more information, please visit www.worldadvisors.com. Meet the management team: https://worldadvisors.com/management-team Find an Advisor: https://worldadvisors.com/find-an-advisor *As of 12/31/2023, the World Investment Advisors network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services. This includes regulatory assets under management (AUM) of over $24.5 billion. Advisory services offered by World Investment Advisors, LLC. Securities offered by Pensionmark Securities, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with Pensionmark Securities, LLC.
Year Founded
1988
Social Media
Linkedin
Industry
Financial Services
HQ Location
24 E. Cota Street Ste. 200 Santa Barbara, CA 93101, US
Keywords
401(k) Profit SharingExecutive Deferred CompensatioDefined Benefit PensioNot-for-ProfitWealth ManagementRetirement PlanningFinancial Planning
Location
  • 24 E. Cota Street Ste. 200 Santa Barbara, CA 93101, US

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