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PENSION FUND EVALUATIONS, INC.

CRD 10985 · SEC 801-15614

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2450 MIDDLE COUNTRY RD, CENTEREACH, NY, 11720, United States

Phone

631-585-8282

Fax

631-585-8343

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

Discretionary AUM

Team

3 total employees; 2 advisory reps; 18 broker-dealer reps

Clients

Fees

Fixed fees

Org form

Other (specify)

Filing date

2024-03-28

Disciplinary history

Yes

Services

Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Pension/profit sharing plans20
Corporations/business entities1$0

All web addresses on file

Official SEC filing: View on IAPD