RIA Intel›Advisers›New Jersey›PENSION PARAMETERS FINANCIAL SERVICES, INC.

PENSION PARAMETERS FINANCIAL SERVICES, INC.

Advisory

N·ABERDEEN, NJ

Data as of May 8, 2020 · Source: SEC Form ADV

Total AUM
$77M
1-Year AUM Growth
+23.6%
3-Year CAGR
+9.3%
Employees
2
Assets Under Management
Total AUM$77M
Discretionary AUM$0
Non-Discretionary AUM$77M
Discretionary %0%
Total Clients—
Team
Total Employees2
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingApr 26, 2001
Latest FilingMay 8, 2020
🔒 Full AUM trend chart and 23 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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